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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zullo Investment Group's XLF Position: Q1 2026 in Review

Zullo Investment Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q1 2026, buying an estimated $85.1K and bringing the position to 107,144 shares worth $5.29M. The position accounts for 2.01% of the portfolio, ranked #8.

Zullo Investment Group first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.78M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Zullo Investment Group held 107,144 shares of State Street Financial Select Sector SPDR ETF worth $5.29M as of Q1 2026.
  • Zullo Investment Group bought 1,633 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $85.1K.
  • State Street Financial Select Sector SPDR ETF made up 2.01% of Zullo Investment Group's portfolio in Q1 2026, its #8 holding.
  • Zullo Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $5.78M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.