Relyea Zuckerberg Hanson LLC XLF — SELECT SECTOR SPDR TR

Ownership history in Relyea Zuckerberg Hanson LLC  ·  13 quarters on record

AI Ownership Summary

Relyea Zuckerberg Hanson LLC reported SELECT SECTOR SPDR TR (XLF) in 13 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.41% in 2026 Q2. The latest visible filing shows XLF at 0.41% 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 Relyea Zuckerberg Hanson 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 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 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 Relyea Zuckerberg Hanson LLC fund profile Relyea Zuckerberg Hanson LLC full holdings
How Relyea Zuckerberg Hanson 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 91,576 +64,000 +232.1% 0.41% $4.9M 2026-07-16 $56.75
2026 Q1 REDUCED 57.5% +9.2% ❌ 27,576 -37,350 -57.5% 0.14% $1.4M 2026-04-30 $51.95
2025 Q4 ADDED — — — 64,926 +128 +0.2% 0.36% $3.6M 2026-01-20 $52.74
2025 Q3 ADDED — — — 64,798 +17,155 +36.0% 0.37% $3.5M 2025-10-21 $52.10
2025 Q2 ADDED — — — 47,643 +20,067 +72.8% 0.29% $2.5M 2025-07-22 $51.87
2025 Q1 UNCHANGED — — — 27,576 — 0% 0.19% $1.4M 2025-04-16 $45.66
2024 Q4 UNCHANGED — — — 27,576 — 0% 0.18% $1.3M 2025-01-15 $48.38
2024 Q3 REDUCED 45.5% +7.0% ❌ 27,576 -22,999 -45.5% 0.19% $1.2M 2024-10-17 $46.36
5 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

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 Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson LLC reported owning XLF?

Relyea Zuckerberg Hanson LLC reported XLF across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported XLF position in Relyea Zuckerberg Hanson LLC's portfolio?

The largest reported portfolio weight for XLF was 0.41% in 2026 Q2.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2026 Q2, when Relyea Zuckerberg Hanson LLC reported 91,576 shares, equal to 0.41% of portfolio, with an estimated market value of $4.9M.

What does the chart on this XLF ownership page compare?

The chart compares Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson LLC time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, Relyea Zuckerberg Hanson LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on XLF relative to SPY over the holding period was -5.2%.

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