AAMA
XLF icon

Advanced Asset Management Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Advanced Asset Management Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68K Sell
50
-10
-17% -$520 ﹤0.01% 80
2026
Q1 		$2.96K Buy
+60
New +$3.13K ﹤0.01% 77
2023
Q1 		– Sell
-25
Closed -$855 – 240
2022
Q4 		$855 Hold
25
– – ﹤0.01% 242
2022
Q3 		$1K Buy
+25
New +$826 ﹤0.01% 91

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Advanced Asset Management Advisors's XLF Position: Q2 2026 in Review

Advanced Asset Management Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, selling an estimated $520 and leaving 50 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #80.

Advanced Asset Management Advisors first reported a position in XLF in Q3 2022 and has held it in 4 quarters since. The position peaked at $2.96K in Q1 2026. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Advanced Asset Management Advisors held 50 shares of State Street Financial Select Sector SPDR ETF worth $2.68K as of Q2 2026.
  • Advanced Asset Management Advisors sold 10 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $520.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #80 holding.
  • Advanced Asset Management Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 4 quarters since.
  • Advanced Asset Management Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.96K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.