Ally Invest Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ally Invest Advisors’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 Q1	$1.1M	Buy	22,323 +53	+0.2%	+$2.76K	0.07%	37
2025 Q4	$1.22M	Sell	22,270 -946	-4%	-$50.4K	0.08%	37
2025 Q3	$1.25M	Buy	23,216 +844	+4%	+$44.7K	0.09%	35
2025 Q2	$1.17M	Buy	22,372 +419	+2%	+$20.7K	0.09%	35
2025 Q1	$1.09M	Sell	21,953 -365	-2%	-$18.3K	0.09%	34
2024 Q4	$1.08M	Buy	22,318 +2,091	+10%	+$101K	0.09%	35
2024 Q3	$917K	Sell	20,227 -3,112	-13%	-$136K	0.08%	35
2024 Q2	$959K	Buy	23,339 +2,640	+13%	+$109K	0.09%	35
2024 Q1	$872K	Buy	20,699 +4,645	+29%	+$183K	0.09%	35
2023 Q4	$604K	Buy	16,054 +1,800	+13%	+$62.3K	0.06%	37
2023 Q3	$473K	Buy	14,254 +3,757	+36%	+$129K	0.06%	37
2023 Q2	$354K	Buy	10,497 +1,755	+20%	+$57.3K	0.04%	41
2023 Q1	$281K	Buy	8,742 +1,662	+23%	+$57.8K	0.03%	43
2022 Q4	$242K	Buy	+7,080	New	+$239K	0.03%	37

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ally Invest Advisors's XLF Position: Q1 2026 in Review

Ally Invest Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.24% in Q1 2026, buying an estimated $2.76K and bringing the position to 22,323 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #37.

Ally Invest Advisors first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q3 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Ally Invest Advisors held 22,323 shares of State Street Financial Select Sector SPDR ETF worth $1.1M as of Q1 2026.
Ally Invest Advisors bought 53 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.76K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Ally Invest Advisors's portfolio in Q1 2026, its #37 holding.
Ally Invest Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Ally Invest Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.25M in Q3 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.