&PARTNERS XLF — SELECT SECTOR SPDR TR

Ownership history in &PARTNERS  ·  12 quarters on record

AI Ownership Summary

&PARTNERS reported SELECT SECTOR SPDR TR (XLF) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows XLF at 0.05% 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 &PARTNERS'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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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 &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 51.4% +1.4% ❌ 244,224 -258,763 -51.4% 0.05% $13.1M 2026-08-14 $57.95
2026 Q1 ADDED — — — 502,987 +87,367 +21.0% 0.12% $24.8M 2026-05-15 $50.74
2025 Q4 ADDED — — — 415,620 +68,807 +19.8% 0.12% $22.8M 2026-02-17 $51.57
2025 Q3 ADDED — — — 346,813 +64,711 +22.9% 0.12% $18.7M 2025-11-14 $51.64
2025 Q2 ADDED — — — 282,102 +64,302 +29.5% 0.11% $14.8M 2025-08-14 $52.02
2025 Q1 ADDED — — — 217,800 +63,566 +41.2% 0.11% $10.8M 2025-05-15 $50.15
2024 Q4 ADDED — — — 154,234 +79,537 +106.5% 0.09% $7.5M 2025-02-14 $50.47
2024 Q3 ADDED — — — 74,697 +42,636 +133.0% 0.07% $3.4M 2024-11-14 $48.16
2024 Q2 ADDED — — — 32,061 +26,211 +448.1% 0.06% $1.3M 2024-07-24 $41.16
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLF

As of 2026 Q3 — sorted by position size

BSN Capital Partners Ltd 3Y 18.2% Lakeshore Financial Planning, Inc. 7.15% PETREDIS INVESTMENT ADVISORS LLC 3Y 6.98% Keystone Global Partners, LLC 6.61% Yelin Lapidot Holdings Management Ltd. 3Y 6.19% AAFMAA Wealth Management & Trust LLC 3Y 5.64% SOUTHERN CAPITAL SERVICES INC /ADV 5.64% Aventus Investment Advisors, Inc. 5.5% Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3Y 7Y 5.46% McAlister, Sweet & Associates, Inc. 3Y 5.43%

FAQ About &PARTNERS and XLF

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

How long has &PARTNERS reported owning XLF?

&PARTNERS reported XLF across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported XLF position in &PARTNERS's portfolio?

The largest reported portfolio weight for XLF was 0.12% in 2026 Q1.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2026 Q2, when &PARTNERS reported 244,224 shares, equal to 0.05% of portfolio, with an estimated market value of $13.1M.

What does the chart on this XLF ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, &PARTNERS correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on XLF relative to SPY over the holding period was +126.6%.

← Back to &PARTNERS Holdings