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

Advisor Resource Council’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 Q1	$3.63M	Sell	73,543 -1,385	-2%	-$72.2K	1.17%	11
2025 Q4	$4.05M	Buy	+74,928	New	+$3.99M	1.44%	11
2025 Q3	–	Sell	-51,072	Closed	-$2.67M	–	190
2025 Q2	$2.67M	Sell	51,072 -173,498	-77%	-$8.59M	1.04%	15
2025 Q1	$8.66M	Buy	+224,570	New	+$11.3M	0.7%	29
2024 Q4	–	Sell	-28,681	Closed	-$1.3M	–	281
2024 Q3	$1.3M	Buy	28,681 +15,003	+110%	+$655K	0.59%	35
2024 Q2	$10.4K	Sell	13,678 -26,516	-66%	-$1.09M	0.02%	35
2024 Q1	$1.51M	Sell	40,194 -228,305	-85%	-$9.01M	0.64%	30
2023 Q4	$10.1M	Buy	268,499 +251,675	+1,496%	+$8.71M	1.18%	16
2023 Q3	$558K	Sell	16,824 -737	-4%	-$25.4K	0.29%	61
2023 Q2	$592K	Sell	17,561 -102,168	-85%	-$3.33M	0.27%	61
2023 Q1	$3.87M	Buy	119,729 +104,512	+687%	+$3.63M	0.97%	19
2022 Q4	$520K	Sell	15,217 -5,096	-25%	-$172K	0.25%	78
2022 Q3	$617K	Sell	20,313 -473,669	-96%	-$15.7M	0.42%	63
2022 Q2	$15.5M	Buy	493,982 +362,331	+275%	+$12.5M	1.44%	14
2022 Q1	$5.04M	Sell	131,651 -535,684	-80%	-$20.9M	1.52%	15
2021 Q4	$26.1M	Buy	667,335 +498,648	+296%	+$19.6M	2.03%	5
2021 Q3	$6.33M	Sell	168,687 -296,163	-64%	-$11.1M	1.92%	6
2021 Q2	$17.1M	Buy	+464,850	New	+$17M	1.78%	6

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Resource Council's XLF Position: Q1 2026 in Review

Advisor Resource Council reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q1 2026, selling an estimated $72.2K and leaving 73,543 shares worth $3.63M. The position accounts for 1.17% of the portfolio, ranked #11.

Advisor Resource Council first reported a position in XLF in Q2 2021 and has held it in 18 quarters since. The position peaked at $26.1M in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Advisor Resource Council held 73,543 shares of State Street Financial Select Sector SPDR ETF worth $3.63M as of Q1 2026.
Advisor Resource Council sold 1,385 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $72.2K.
State Street Financial Select Sector SPDR ETF made up 1.17% of Advisor Resource Council's portfolio in Q1 2026, its #11 holding.
Advisor Resource Council first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Advisor Resource Council's State Street Financial Select Sector SPDR ETF position peaked at $26.1M in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.