Chesley Taft & Associates LLC XLF — Financial Select Sector SPDR F ETF

Ownership history in Chesley Taft & Associates LLC  ·  71 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported Financial Select Sector SPDR F ETF (XLF) in 71 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.66% in 2025 Q1. The latest visible filing shows XLF at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in Financial Select Sector SPDR F ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XLF was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLF stock page Chesley Taft & Associates LLC fund profile Chesley Taft & Associates LLC full holdings
How Chesley Taft & Associates LLC held XLF — position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 253,912 +477 +0.2% 0.53% $13.6M 2026-07-08 $54.97
2026 Q1 REDUCED — — — 253,435 -917 -0.4% 0.52% $12.5M 2026-04-13 $51.48
2025 Q4 ADDED — — — 254,352 +12,838 +5.3% 0.55% $13.9M 2026-01-14 $53.69
2025 Q3 REDUCED 6.4% +3.0% ❌ 241,514 -16,598 -6.4% 0.55% $13.0M 2025-10-08 $52.87
2025 Q2 REDUCED 5.9% +3.7% ❌ 258,112 -16,155 -5.9% 0.60% $13.5M 2025-07-09 $51.60
2025 Q1 REDUCED — — — 274,267 -3,067 -1.1% 0.66% $13.7M 2025-04-10 $45.05
2024 Q4 REDUCED — — — 277,334 -550 -0.2% 0.62% $13.4M 2025-01-17 $49.12
2024 Q3 REDUCED — — — 277,884 -950 -0.3% 0.60% $12.6M 2024-10-07 $43.90
2024 Q2 REDUCED — — — 278,834 -1,000 -0.4% 0.57% $11.5M 2024-07-19 $41.57
2024 Q1 REDUCED — — — 279,834 -4,335 -1.5% 0.60% $11.8M 2024-04-16 $38.26
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLF

As of 2026 Q2 — sorted by position size

IMZ Advisory Inc 9.35% AAFMAA Wealth Management & Trust LLC 3Y 5.46% Flaharty Asset Management, LLC 3Y 7Y 3.79% ACT WEALTH MANAGEMENT, LLC 3Y 2.72% Madison Park Capital Advisors, LLC 2.64% Clarus Wealth Advisors 3Y 7Y 2.31% Stonebridge Financial Group, LLC 2.18% Trilogy Capital Inc. 3Y 7Y 1.72% Fulcrum Equity Management 3Y 7Y 1.69% HERBST GROUP, LLC 3Y 1.56%

FAQ About Chesley Taft & Associates LLC and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chesley Taft & Associates LLC reported owning XLF?

Chesley Taft & Associates LLC reported XLF across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XLF position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for XLF was 0.66% in 2025 Q1.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2026 Q2, when Chesley Taft & Associates LLC reported 253,912 shares, equal to 0.53% of portfolio, with an estimated market value of $13.6M.

What does the chart on this XLF ownership page compare?

The chart compares Chesley Taft & Associates LLC's quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chesley Taft & Associates LLC time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, Chesley Taft & Associates LLC correctly timed 20 out of 60 reported position changes (33%). The annualised alpha on XLF relative to SPY over the holding period was -1.0%.

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