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 Q2	$2.78M	Sell	49,497 -24,046	-33%	-$1.25M	0.78%	20
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 $1.81T 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 Resource Council's XLF Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 33% in Q2 2026, selling an estimated $1.25M and leaving 49,497 shares worth $2.78M. The position accounts for 0.78% of the portfolio, ranked #20.

Advisor Resource Council first reported a position in XLF in Q2 2021 and has held it in 19 quarters since. The position peaked at $26.1M in Q4 2021. 1,895 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Advisor Resource Council held 49,497 shares of State Street Financial Select Sector SPDR ETF worth $2.78M as of Q2 2026.
Advisor Resource Council sold 24,046 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.25M.
State Street Financial Select Sector SPDR ETF made up 0.78% of Advisor Resource Council's portfolio in Q2 2026, its #20 holding.
Advisor Resource Council first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Advisor Resource Council's State Street Financial Select Sector SPDR ETF position peaked at $26.1M in Q4 2021.
1,895 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.