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 Q3	$471K	Buy	8,828 +65	+0.7%	+$3.69K	0.03%	225
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

YHB Investment Advisors's XLF Position: Q3 2026 in Review

YHB Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.74% in Q3 2026, buying an estimated $3.69K and bringing the position to 8,828 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #225.

YHB Investment Advisors first reported a position in XLF in Q2 2019 and has held it in 28 quarters since. The position peaked at $564K in Q3 2025. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

YHB Investment Advisors held 8,828 shares of State Street Financial Select Sector SPDR ETF worth $471K as of Q3 2026.
YHB Investment Advisors bought 65 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.69K.
State Street Financial Select Sector SPDR ETF made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #225 holding.
YHB Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
YHB Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $564K in Q3 2025.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.