YIA
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YHB Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

YHB Investment Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$470K Buy
8,763
+6
+0.1% +$312 0.03% 221
2026
Q1 		$432K Sell
8,757
-178
-2% -$9.28K 0.03% 223
2025
Q4 		$489K Sell
8,935
-1,526
-15% -$81.3K 0.03% 216
2025
Q3 		$564K Buy
10,461
+826
+9% +$43.8K 0.04% 200
2025
Q2 		$505K Sell
9,635
-15
-0.2% -$742 0.04% 209
2025
Q1 		$481K Sell
9,650
-1,048
-10% -$52.6K 0.04% 204
2024
Q4 		$517K Hold
10,698
– – 0.04% 199
2024
Q3 		$485K Sell
10,698
-2,254
-17% -$98.4K 0.04% 199
2024
Q2 		$532K Buy
12,952
+2,271
+21% +$93.5K 0.05% 192
2024
Q1 		$450K Buy
10,681
+1,463
+16% +$57.8K 0.04% 204
2023
Q4 		$347K Sell
9,218
-4,115
-31% -$142K 0.03% 217
2023
Q3 		$442K Buy
13,333
+3,680
+38% +$127K 0.04% 197
2023
Q2 		$325K Sell
9,653
-218
-2% -$7.12K 0.03% 219
2023
Q1 		$317K Sell
9,871
-520
-5% -$18.1K 0.03% 226
2022
Q4 		$355K Buy
10,391
+15
+0.1% +$507 0.04% 207
2022
Q3 		$315K Buy
10,376
+99
+1% +$3.27K 0.04% 220
2022
Q2 		$323K Hold
10,277
– – 0.03% 218
2022
Q1 		$394K Sell
10,277
-815
-7% -$31.9K 0.03% 211
2021
Q4 		$433K Hold
11,092
– – 0.03% 221
2021
Q3 		$416K Hold
11,092
– – 0.04% 212
2021
Q2 		$407K Hold
11,092
– – 0.03% 220
2021
Q1 		$393K Sell
11,092
-2,838
-20% -$91.2K 0.03% 214
2020
Q4 		$411K Buy
13,930
+125
+0.9% +$3.34K 0.04% 207
2020
Q3 		$332K Buy
+13,805
New +$336K 0.04% 208
2020
Q1 		– Sell
-12,730
Closed -$392K – 188
2019
Q4 		$392K Buy
12,730
+2,755
+28% +$80.9K 0.06% 141
2019
Q3 		$279K Buy
9,975
+1,215
+14% +$33.5K 0.04% 162
2019
Q2 		$242K Buy
+8,760
New +$237K 0.04% 172

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

YHB Investment Advisors's XLF Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.07% in Q2 2026, buying an estimated $312 and bringing the position to 8,763 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #221.

YHB Investment Advisors first reported a position in XLF in Q2 2019 and has held it in 27 quarters since. The position peaked at $564K in Q3 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • YHB Investment Advisors held 8,763 shares of State Street Financial Select Sector SPDR ETF worth $470K as of Q2 2026.
  • YHB Investment Advisors bought 6 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $312.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • YHB Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 27 quarters since.
  • YHB Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $564K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.