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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
Q2 		$1.34M Buy
24,992
+68
+0.3% +$3.53K 0.22% 71
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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Management Group's XLF Position: Q2 2026 in Review

Advisors Management Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.27% in Q2 2026, buying an estimated $3.53K and bringing the position to 24,992 shares worth $1.34M. The position accounts for 0.22% of the portfolio, ranked #71.

Advisors Management Group first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Advisors Management Group held 24,992 shares of State Street Financial Select Sector SPDR ETF worth $1.34M as of Q2 2026.
  • Advisors Management Group bought 68 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.53K.
  • State Street Financial Select Sector SPDR ETF made up 0.22% of Advisors Management Group's portfolio in Q2 2026, its #71 holding.
  • Advisors Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.