ZIG
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Zullo Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Zullo Investment Group’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 		$5.61M Sell
104,731
-2,413
-2% -$125K 1.92% 10
2026
Q1 		$5.29M Buy
107,144
+1,633
+2% +$85.1K 2.01% 8
2025
Q4 		$5.78M Buy
105,511
+338
+0.3% +$18K 2.11% 9
2025
Q3 		$5.67M Buy
105,173
+966
+0.9% +$51.2K 2.1% 8
2025
Q2 		$5.46M Sell
104,207
-102
-0.1% -$5.05K 2.21% 8
2025
Q1 		$5.2M Sell
104,309
-207
-0.2% -$10.4K 2.23% 7
2024
Q4 		$5.05M Sell
104,516
-1,187
-1% -$57.4K 2.04% 7
2024
Q3 		$4.79M Buy
105,703
+402
+0.4% +$17.5K 1.99% 7
2024
Q2 		$4.33M Buy
105,301
+563
+0.5% +$23.2K 1.9% 7
2024
Q1 		$4.41M Buy
104,738
+974
+0.9% +$38.5K 2.07% 7
2023
Q4 		$3.9M Sell
103,764
-2,398
-2% -$83K 2% 7
2023
Q3 		$3.52M Buy
106,162
+4,928
+5% +$170K 2.06% 7
2023
Q2 		$3.41M Sell
101,234
-316
-0.3% -$10.3K 1.95% 7
2023
Q1 		$3.26M Buy
101,550
+1,600
+2% +$55.6K 2.03% 7
2022
Q4 		$3.42M Buy
99,950
+52
+0.1% +$1.76K 2.09% 5
2022
Q3 		$3.03M Buy
99,898
+4,121
+4% +$136K 1.96% 6
2022
Q2 		$3.01M Buy
95,777
+3,406
+4% +$118K 1.88% 6
2022
Q1 		$3.54M Buy
92,371
+5,768
+7% +$225K 1.84% 6
2021
Q4 		$3.38M Buy
+86,603
New +$3.4M 1.74% 6

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Zullo Investment Group's XLF Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.3% in Q2 2026, selling an estimated $125K and leaving 104,731 shares worth $5.61M. The position accounts for 1.92% of the portfolio, ranked #10.

Zullo Investment Group first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.78M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Zullo Investment Group held 104,731 shares of State Street Financial Select Sector SPDR ETF worth $5.61M as of Q2 2026.
  • Zullo Investment Group sold 2,413 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $125K.
  • State Street Financial Select Sector SPDR ETF made up 1.92% of Zullo Investment Group's portfolio in Q2 2026, its #10 holding.
  • Zullo Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $5.78M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.