Advisor OS’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Advisor OS’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	$410K	Sell	7,644 -2,034	-21%	-$106K	0.03%	365
2026 Q1	$478K	Buy	9,678 +5,196	+116%	+$271K	0.03%	310
2025 Q4	$245K	Sell	4,482 -36,964	-89%	-$1.97M	0.02%	422
2025 Q3	$2.23M	Buy	41,446 +1,728	+4%	+$91.6K	0.19%	75
2025 Q2	$2.08M	Sell	39,718 -2,591	-6%	-$128K	0.2%	69
2025 Q1	$2.11M	Buy	42,309 +6,827	+19%	+$342K	0.24%	62
2024 Q4	$1.71M	Sell	35,482 -111,911	-76%	-$5.41M	0.2%	78
2024 Q3	$6.68M	Buy	147,393 +24,391	+20%	+$1.06M	0.67%	30
2024 Q2	$5.06M	Buy	+123,002	New	+$5.06M	0.55%	35
2023 Q2	–	Sell	-90,447	Closed	-$2.91M	–	308
2023 Q1	$2.91M	Buy	+90,447	New	+$3.14M	0.7%	30
2022 Q1	–	Sell	-15,174	Closed	-$593K	–	253
2021 Q4	$593K	Buy	15,174 +8,466	+126%	+$333K	0.12%	152
2021 Q3	$252K	Buy	+6,708	New	+$251K	0.05%	206

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor OS's XLF Position: Q2 2026 in Review

Advisor OS reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, selling an estimated $106K and leaving 7,644 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #365.

Advisor OS first reported a position in XLF in Q3 2021 and has held it in 12 quarters since. The position peaked at $6.68M in Q3 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Advisor OS held 7,644 shares of State Street Financial Select Sector SPDR ETF worth $410K as of Q2 2026.
Advisor OS sold 2,034 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $106K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Advisor OS's portfolio in Q2 2026, its #365 holding.
Advisor OS first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 12 quarters since.
Advisor OS's State Street Financial Select Sector SPDR ETF position peaked at $6.68M in Q3 2024.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.