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 Q2	$1.28M	Buy	23,868 +1,545	+7%	+$80.3K	0.08%	36
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 $1.81T 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 22.9% 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

Ally Invest Advisors's XLF Position: Q2 2026 in Review

Ally Invest Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.9% in Q2 2026, buying an estimated $80.3K and bringing the position to 23,868 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #36.

Ally Invest Advisors first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ally Invest Advisors held 23,868 shares of State Street Financial Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Ally Invest Advisors bought 1,545 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $80.3K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Ally Invest Advisors's portfolio in Q2 2026, its #36 holding.
Ally Invest Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.