FISCHER INVESTMENT STRATEGIES, LLC XLF — SELECT SECTOR SPDR TR

Ownership history in FISCHER INVESTMENT STRATEGIES, LLC  ·  7 quarters on record

AI Ownership Summary

FISCHER INVESTMENT STRATEGIES, LLC reported SELECT SECTOR SPDR TR (XLF) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 3.4% in 2024 Q4. The latest visible filing shows XLF at 0.17% 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.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FISCHER INVESTMENT STRATEGIES, LLC's position in SELECT SECTOR SPDR TR, 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 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.4% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 FISCHER INVESTMENT STRATEGIES, LLC fund profile FISCHER INVESTMENT STRATEGIES, LLC full holdings
How FISCHER INVESTMENT STRATEGIES, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,635 -1,935 -22.6% 0.17% $356K 2026-07-24 $nan
2026 Q1 REDUCED 55.1% +9.2% ❌ 8,570 -10,528 -55.1% 0.25% $423K 2026-06-04 $52.01
2025 Q4 REDUCED 11.4% -9.4% ✅ 19,098 -2,446 -11.4% 0.61% $1.0M 2026-01-28 $52.53
2025 Q3 REDUCED 75.2% +3.0% ❌ 21,544 -65,265 -75.2% 0.70% $1.2M 2025-10-28 $52.35
2025 Q2 REDUCED 6.3% +3.7% ❌ 86,809 -5,819 -6.3% 3.05% $4.5M 2025-07-24 $52.26
2025 Q1 ADDED — — — 92,628 +3,969 +4.5% 3.40% $4.6M 2025-05-15 $50.32
2024 Q4 INITIATED — — — 88,659 — — 3.40% $4.3M 2025-02-14 $50.65

🏢 Other funds also holding XLF

As of 2026 Q2 — sorted by position size

WestEnd Advisors, LLC 3Y 7Y 10.35% IMZ Advisory Inc 9.35% Keystone Global Partners, LLC 7.83% Lakeshore Financial Planning, Inc. 7.47% PETREDIS INVESTMENT ADVISORS LLC 3Y 7.23% SOUTHERN CAPITAL SERVICES INC /ADV 5.89% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5.88% Aventus Investment Advisors, Inc. 5.55% AAFMAA Wealth Management & Trust LLC 3Y 5.46% WASHINGTON GROWTH STRATEGIES LLC 5.13%

FAQ About FISCHER INVESTMENT STRATEGIES, 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 FISCHER INVESTMENT STRATEGIES, LLC reported owning XLF?

FISCHER INVESTMENT STRATEGIES, LLC reported XLF across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported XLF position in FISCHER INVESTMENT STRATEGIES, LLC's portfolio?

The largest reported portfolio weight for XLF was 3.40% in 2024 Q4.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2026 Q2, when FISCHER INVESTMENT STRATEGIES, LLC reported 6,635 shares, equal to 0.17% of portfolio, with an estimated market value of $356K.

What does the chart on this XLF ownership page compare?

The chart compares FISCHER INVESTMENT STRATEGIES, 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 FISCHER INVESTMENT STRATEGIES, LLC time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, FISCHER INVESTMENT STRATEGIES, LLC correctly timed 3 out of 6 reported position changes (50%).

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