Aegis Wealth Management (Iowa)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Aegis Wealth Management (Iowa)’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	$202K	Buy	+3,767	New	+$196K	0.13%	117

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

Aegis Wealth Management (Iowa)'s XLF Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,767 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Aegis Wealth Management (Iowa) held 3,767 shares of State Street Financial Select Sector SPDR ETF worth $202K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Aegis Wealth Management (Iowa) position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.13% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #117 holding.
1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.