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

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

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. 1,896 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.
1,896 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.