Zhang Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.09M Buy
38,988
+2,181
+6% +$113K 0.06% 137
2026
Q1
$1.82M Sell
36,807
-20,472
-36% -$1.07M 0.06% 139
2025
Q4
$3.14M Buy
57,279
+5,988
+12% +$319K 0.12% 92
2025
Q3
$2.76M Buy
51,291
+2,567
+5% +$136K 0.11% 96
2025
Q2
$2.55M Buy
48,724
+29,062
+148% +$1.44M 0.12% 96
2025
Q1
$979K Buy
19,662
+1,164
+6% +$58.4K 0.05% 157
2024
Q4
$894K Buy
18,498
+6,954
+60% +$336K 0.05% 159
2024
Q3
$523K Buy
11,544
+2
+0% +$87 0.03% 192
2024
Q2
$475K Buy
11,542
+2
+0% +$82 0.03% 193
2024
Q1
$486K Sell
11,540
-496
-4% -$19.6K 0.04% 192
2023
Q4
$453K Sell
12,036
-757
-6% -$26.2K 0.04% 188
2023
Q3
$424K Sell
12,793
-298
-2% -$10.3K 0.04% 177
2023
Q2
$441K Sell
13,091
-309
-2% -$10.1K 0.05% 167
2023
Q1
$431K Sell
13,400
-3,117
-19% -$108K 0.05% 166
2022
Q4
$565K Buy
16,517
+3,726
+29% +$126K 0.07% 140
2022
Q3
$388K Sell
12,791
-442
-3% -$14.6K 0.06% 150
2022
Q2
$416K Sell
13,233
-476
-3% -$16.5K 0.07% 148
2022
Q1
$525K Buy
13,709
+566
+4% +$22.1K 0.09% 130
2021
Q4
$513K Buy
+13,143
New +$517K 0.09% 118

Other funds holding XLF

Zhang Financial's XLF Position: Q2 2026 in Review

Zhang Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q2 2026, buying an estimated $113K and bringing the position to 38,988 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #137.

Zhang Financial first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.14M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Zhang Financial held 38,988 shares of State Street Financial Select Sector SPDR ETF worth $2.09M as of Q2 2026.
  • Zhang Financial bought 2,181 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of Zhang Financial's portfolio in Q2 2026, its #137 holding.
  • Zhang Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Zhang Financial's State Street Financial Select Sector SPDR ETF position peaked at $3.14M in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.