XLF
SPDR Select Sector Fund - Financial
Listed by 15 members on their latest annual reports (23 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. CA-31 | Member | 150 Main Street Trust ⇒ Bank of America ⇒ State Street Financial Select Sector SPDR ETF (XLF) EF | $250,001 - $500,000 | August 13, 2026 filing 10074952, p. 31 |
| Rick W. Allen GA-12 | Spouse | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $100,001 - $250,000 | August 11, 2026 filing 10074380, p. 11 |
| Ami Bera CA-6 | Joint | State Street Financial Select Sector SPDR ETF (XLF) EF | $50,001 - $100,000 | August 12, 2026 filing 10081578, p. 4 |
| Michael R. Turner OH-10 | Member | IRA 9527 ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $50,001 - $100,000 | May 15, 2026 filing 10075610, p. 2 |
| Rick W. Allen GA-12 | Member | IRA ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $15,001 - $50,000 | August 11, 2026 filing 10074380, p. 5 |
| Katherine M. Clark MA-5 | Member | Katherine M. Clark Separate Share Trust ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $15,001 - $50,000 | May 15, 2026 filing 10075831, p. 5 |
| Mark Harris NC-8 | Member | State Street Financial Select Sector SPDR ETF (XLF) EF | $15,001 - $50,000 | May 14, 2026 filing 10076282, p. 16 |
| Raul Ruiz CA-25 | Member | Summit Wealth Management - IRA ⇒ State Street Financial Select Sector SPDR ETF (XLF) EF | $15,001 - $50,000 | May 13, 2026 filing 10076447, p. 4 |
| John H. Rutherford FL-5 | Member | Premiere Select IRA ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $15,001 - $50,000 | May 14, 2026 filing 10076796, p. 2 |
| Robert J. Wittman VA-1 | Member | Morgan Stanley INH IRA ⇒ State Street Financial Select Sector SPDR ETF (XLF) EF | $15,001 - $50,000 | August 12, 2026 filing 10077609, p. 8 |
| Rick W. Allen GA-12 | Spouse | CONT IRA ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $1,001 - $15,000 | August 11, 2026 filing 10074380, p. 2 |
| Rick W. Allen GA-12 | Spouse | INIRA ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $1,001 - $15,000 | August 11, 2026 filing 10074380, p. 4 |
| Joe Courtney CT-2 | Spouse | Inherited Brokerage Account ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $1,001 - $15,000 | May 14, 2026 filing 10076814, p. 3 |
| Lizzie Fletcher TX-7 | Member | Filer Brokerage Account (FI) ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 4 |
| Lizzie Fletcher TX-7 | Joint | Joint Brokerage Accounts (FI) ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 8 |
| Lizzie Fletcher TX-7 | Spouse | Spouse Brokerage Account ⇒ State Street Financial Select Sector SPDR ETF (XLF) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 11 |
| Mark Harris NC-8 | Joint | State Street Financial Select Sector SPDR ETF (XLF) EF | $1,001 - $15,000 | May 14, 2026 filing 10076282, p. 16 |
| Mark Harris NC-8 | Member | State Street Financial Select Sector SPDR ETF (XLF) EF | $1,001 - $15,000 | May 14, 2026 filing 10076282, p. 16 |
| Mark Harris NC-8 | Spouse | State Street Financial Select Sector SPDR ETF (XLF) EF | $1,001 - $15,000 | May 14, 2026 filing 10076282, p. 16 |
| Brian Jack GA-3 | Member | Merrill Lynch Cash Management Account ⇒ State Street Financial Select Sector SPDR ETF (XLF) EF | $1,001 - $15,000 | August 13, 2026 filing 10077024, p. 3 |
| Morgan Luttrell TX-8 | Member | Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $1,001 - $15,000 | August 13, 2026 filing 10081366, p. 5 |
| Nicole Malliotakis NY-11 | Member | SPDR Select Sector Fund - Financial (XLF) EF | $1,001 - $15,000 | August 7, 2026 filing 10076820, p. 3 |
| David Rouzer NC-7 | Member | Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Financial (XLF) EF | $1,001 - $15,000 | August 6, 2026 filing 10081433, p. 3 |
Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Morgan McGarvey.
How the count is made: see Most held.