Advisory Resource Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Advisory Resource 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	$6.82M	Buy	127,199 +10,089	+9%	+$524K	1.03%	26
2026 Q1	$5.78M	Buy	117,110 +4,299	+4%	+$224K	0.99%	30
2025 Q4	$6.18M	Buy	112,811 +3,834	+4%	+$204K	1.09%	31
2025 Q3	$5.87M	Buy	108,977 +3,679	+3%	+$195K	1.05%	30
2025 Q2	$5.51M	Buy	105,298 +56	+0.1%	+$2.77K	1.06%	25
2025 Q1	$5.24M	Buy	105,242 +846	+0.8%	+$42.4K	1.07%	23
2024 Q4	$5.05M	Sell	104,396 -1,868	-2%	-$90.3K	1.07%	25
2024 Q3	$4.82M	Sell	106,264 -1,175	-1%	-$51.3K	1.03%	29
2024 Q2	$4.42M	Buy	107,439 +6,710	+7%	+$276K	1%	30
2024 Q1	$4.24M	Buy	100,729 +12,310	+14%	+$486K	0.97%	29
2023 Q4	$3.32M	Buy	88,419 +2,731	+3%	+$94.5K	0.83%	37
2023 Q3	$2.84M	Buy	85,688 +3,763	+5%	+$130K	0.77%	41
2023 Q2	$2.76M	Buy	81,925 +10,359	+14%	+$338K	0.75%	39
2023 Q1	$2.3M	Buy	71,566 +28,359	+66%	+$985K	0.65%	41
2022 Q4	$1.48M	Sell	43,207 -42,766	-50%	-$1.45M	0.44%	49
2022 Q3	$2.61M	Buy	85,973 +8,230	+11%	+$272K	0.86%	23
2022 Q2	$2.44M	Buy	77,743 +11,462	+17%	+$396K	0.8%	28
2022 Q1	$2.54M	Buy	66,281 +5,866	+10%	+$229K	0.79%	35
2021 Q4	$2.36M	Buy	60,415 +41,366	+217%	+$1.63M	0.79%	41
2021 Q3	$715K	Buy	19,049 +6,496	+52%	+$243K	0.26%	59
2021 Q2	$461K	Buy	+12,553	New	+$459K	0.18%	76
2020 Q3	–	Sell	-9,199	Closed	-$213K	–	108
2020 Q2	$213K	Sell	9,199 -1,067	-10%	-$24.2K	0.13%	84
2020 Q1	$214K	Buy	10,266 +1,774	+21%	+$48.8K	0.16%	70
2019 Q4	$261K	Buy	8,492 +104	+1%	+$3.05K	0.15%	64
2019 Q3	$235K	Sell	8,388 -4,241	-34%	-$117K	0.13%	69
2019 Q2	$349K	Sell	12,629 -6,206	-33%	-$168K	0.19%	52
2019 Q1	$506K	Buy	18,835 +2,059	+12%	+$53.1K	0.28%	47
2018 Q4	$400K	Buy	+16,776	New	+$436K	0.25%	47

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

Advisory Resource Group's XLF Position: Q2 2026 in Review

Advisory Resource Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.6% in Q2 2026, buying an estimated $524K and bringing the position to 127,199 shares worth $6.82M. The position accounts for 1.03% of the portfolio, ranked #26.

Advisory Resource Group first reported a position in XLF in Q4 2018 and has held it in 28 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Advisory Resource Group held 127,199 shares of State Street Financial Select Sector SPDR ETF worth $6.82M as of Q2 2026.
Advisory Resource Group bought 10,089 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $524K.
State Street Financial Select Sector SPDR ETF made up 1.03% of Advisory Resource Group's portfolio in Q2 2026, its #26 holding.
Advisory Resource Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 28 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.