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

Advisors Management Group’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 		$1.23M Buy
24,924
+667
+3% +$34.8K 0.22% 81
2025
Q4 		$1.33M Sell
24,257
-424
-2% -$22.6K 0.24% 75
2025
Q3 		$1.33M Sell
24,681
-347
-1% -$18.4K 0.23% 77
2025
Q2 		$1.31M Sell
25,028
-458
-2% -$22.7K 0.25% 77
2025
Q1 		$1.27M Buy
25,486
+2,200
+9% +$110K 0.28% 77
2024
Q4 		$1.13M Buy
23,286
+643
+3% +$31.1K 0.27% 81
2024
Q3 		$1.03M Buy
22,643
+914
+4% +$39.9K 0.24% 77
2024
Q2 		$893K Buy
21,729
+359
+2% +$14.8K 0.22% 81
2024
Q1 		$900K Sell
21,370
-908
-4% -$35.8K 0.22% 82
2023
Q4 		$838K Sell
22,278
-427
-2% -$14.8K 0.23% 82
2023
Q3 		$753K Sell
22,705
-647
-3% -$22.3K 0.23% 82
2023
Q2 		$787K Sell
23,352
-876
-4% -$28.6K 0.23% 77
2023
Q1 		$779K Sell
24,228
-143
-0.6% -$4.97K 0.25% 73
2022
Q4 		$833K Buy
24,371
+508
+2% +$17.2K 0.31% 66
2022
Q3 		$724K Buy
23,863
+633
+3% +$20.9K 0.29% 71
2022
Q2 		$731K Buy
23,230
+974
+4% +$33.7K 0.26% 73
2022
Q1 		$853K Buy
22,256
+5,881
+36% +$230K 0.29% 66
2021
Q4 		$639K Buy
16,375
+2,651
+19% +$104K 0.19% 76
2021
Q3 		$515K Buy
13,724
+777
+6% +$29.1K 0.16% 81
2021
Q2 		$475K Buy
12,947
+3,873
+43% +$142K 0.14% 84
2021
Q1 		$309K Buy
+9,074
New +$291K 0.1% 94

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Management Group's XLF Position: Q1 2026 in Review

Advisors Management Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.7% in Q1 2026, buying an estimated $34.8K and bringing the position to 24,924 shares worth $1.23M. The position accounts for 0.22% of the portfolio, ranked #81.

Advisors Management Group first reported a position in XLF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.33M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Advisors Management Group held 24,924 shares of State Street Financial Select Sector SPDR ETF worth $1.23M as of Q1 2026.
  • Advisors Management Group bought 667 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $34.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.22% of Advisors Management Group's portfolio in Q1 2026, its #81 holding.
  • Advisors Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Advisors Management Group's State Street Financial Select Sector SPDR ETF position peaked at $1.33M in Q3 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.