AFG Fiduciary Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

AFG Fiduciary Services’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	$728K	Buy	13,092 +800	+7%	+$41.6K	0.57%	36
2026 Q1	$613K	Buy	12,292 +910	+8%	+$47.4K	0.36%	47
2025 Q4	$625K	Hold	11,382	–	–	0.37%	45
2025 Q3	$608K	Buy	11,382 +319	+3%	+$16.9K	0.35%	49
2025 Q2	$583K	Buy	11,063 +744	+7%	+$36.8K	0.37%	46
2025 Q1	$487K	Buy	10,319 +2,355	+30%	+$118K	0.36%	46
2024 Q4	$394K	Buy	+7,964	New	+$385K	0.28%	51
2023 Q1	–	Sell	-26,800	Closed	-$2.82M	–	89
2022 Q4	$2.82M	Buy	+26,800	New	+$906K	2.65%	11
2022 Q3	–	Sell	-35,172	Closed	-$1.11M	–	91
2022 Q2	$1.11M	Sell	35,172 -19	-0.1%	-$657	0.96%	29
2022 Q1	$1.35M	Sell	35,191 -7,520	-18%	-$294K	0.95%	25
2021 Q4	$1.67M	Buy	+42,711	New	+$1.68M	1.17%	19

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AFG Fiduciary Services's XLF Position: Q2 2026 in Review

AFG Fiduciary Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.5% in Q2 2026, buying an estimated $41.6K and bringing the position to 13,092 shares worth $728K. The position accounts for 0.57% of the portfolio, ranked #36.

AFG Fiduciary Services first reported a position in XLF in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.82M in Q4 2022. 444 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

AFG Fiduciary Services held 13,092 shares of State Street Financial Select Sector SPDR ETF worth $728K as of Q2 2026.
AFG Fiduciary Services bought 800 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $41.6K.
State Street Financial Select Sector SPDR ETF made up 0.57% of AFG Fiduciary Services's portfolio in Q2 2026, its #36 holding.
AFG Fiduciary Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
AFG Fiduciary Services's State Street Financial Select Sector SPDR ETF position peaked at $2.82M in Q4 2022.
444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.