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

Advisory Solutions 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 Q3	$2.56M	Sell	47,856 -2,871	-6%	-$163K	0.54%	49
2026 Q2	$2.72M	Buy	+50,727	New	+$2.64M	0.92%	28

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Advisory Solutions Group's XLF Position: Q3 2026 in Review

Advisory Solutions Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.7% in Q3 2026, selling an estimated $163K and leaving 47,856 shares worth $2.56M. The position accounts for 0.54% of the portfolio, ranked #49.

Advisory Solutions Group first reported a position in XLF in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.72M in Q2 2026. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Advisory Solutions Group held 47,856 shares of State Street Financial Select Sector SPDR ETF worth $2.56M as of Q3 2026.
Advisory Solutions Group sold 2,871 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $163K.
State Street Financial Select Sector SPDR ETF made up 0.54% of Advisory Solutions Group's portfolio in Q3 2026, its #49 holding.
Advisory Solutions Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's State Street Financial Select Sector SPDR ETF position peaked at $2.72M in Q2 2026.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.