Advyzon Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Advyzon Investment Management’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	$1.65M	Sell	30,802 -125	-0.4%	-$6.5K	0.12%	168
2026 Q1	$1.53M	Buy	30,927 +920	+3%	+$47.9K	0.14%	155
2025 Q4	$1.64M	Buy	30,007 +9,731	+48%	+$519K	0.19%	118
2025 Q3	$1.09M	Buy	20,276 +2,761	+16%	+$146K	0.19%	119
2025 Q2	$917K	Sell	17,515 -12,204	-41%	-$604K	0.2%	107
2025 Q1	$1.48M	Sell	29,719 -7,998	-21%	-$401K	0.52%	35
2024 Q4	$1.82M	Buy	+37,717	New	+$1.82M	0.7%	27

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

Advyzon Investment Management's XLF Position: Q2 2026 in Review

Advyzon Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.4% in Q2 2026, selling an estimated $6.5K and leaving 30,802 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #168.

Advyzon Investment Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Advyzon Investment Management held 30,802 shares of State Street Financial Select Sector SPDR ETF worth $1.65M as of Q2 2026.
Advyzon Investment Management sold 125 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.5K.
State Street Financial Select Sector SPDR ETF made up 0.12% of Advyzon Investment Management's portfolio in Q2 2026, its #168 holding.
Advyzon Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $1.82M in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.