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

American Financial 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	$1.1M	Sell	20,562 -156	-0.8%	-$8.11K	0.13%	67
2026 Q1	$1.02M	Sell	20,718 -430	-2%	-$22.4K	0.14%	62
2025 Q4	$1.16M	Buy	21,148 +176	+0.8%	+$9.38K	0.15%	62
2025 Q3	$1.13M	Sell	20,972 -1,779	-8%	-$94.3K	0.15%	64
2025 Q2	$1.19M	Buy	22,751 +1,539	+7%	+$76.2K	0.17%	57
2025 Q1	$1.06M	Buy	21,212 +1,481	+8%	+$74.3K	0.15%	55
2024 Q4	$954K	Sell	19,731 -895	-4%	-$43.3K	0.13%	57
2024 Q3	$935K	Sell	20,626 -250	-1%	-$10.9K	0.13%	60
2024 Q2	$858K	Sell	20,876 -712	-3%	-$29.3K	0.12%	63
2024 Q1	$909K	Sell	21,588 -1,116	-5%	-$44.1K	0.13%	61
2023 Q4	$854K	Sell	22,704 -14	-0.1%	-$485	0.13%	62
2023 Q3	$754K	Buy	22,718 +282	+1%	+$9.72K	0.12%	67
2023 Q2	$756K	Sell	22,436 -359	-2%	-$11.7K	0.12%	67
2023 Q1	$733K	Buy	22,795 +441	+2%	+$15.3K	0.12%	67
2022 Q4	$765K	Sell	22,354 -394	-2%	-$13.3K	0.13%	61
2022 Q3	$691K	Buy	22,748 +571	+3%	+$18.9K	0.12%	64
2022 Q2	$697K	Sell	22,177 -422	-2%	-$14.6K	0.19%	39
2022 Q1	$866K	Sell	22,599 -1,147	-5%	-$44.8K	0.12%	65
2021 Q4	$927K	Buy	23,746 +934	+4%	+$36.7K	0.12%	61
2021 Q3	$856K	Buy	22,812 +599	+3%	+$22.4K	0.11%	65
2021 Q2	$815K	Buy	22,213 +1,952	+10%	+$71.4K	0.11%	66
2021 Q1	$690K	Buy	20,261 +709	+4%	+$22.8K	0.1%	71
2020 Q4	$576K	Buy	19,552 +205	+1%	+$5.48K	0.08%	72
2020 Q3	$466K	Buy	19,347 +1,535	+9%	+$37.3K	0.08%	70
2020 Q2	$432K	Buy	17,812 +3,798	+27%	+$86.2K	0.07%	72
2020 Q1	$315K	Buy	14,014 +5,224	+59%	+$144K	0.06%	78
2019 Q4	$247K	Buy	+8,790	New	+$258K	0.04%	80
2019 Q1	–	Sell	-25,087	Closed	-$598K	–	102
2018 Q4	$598K	Buy	+25,087	New	+$652K	0.13%	52

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

American Financial Advisors's XLF Position: Q2 2026 in Review

American Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.75% in Q2 2026, selling an estimated $8.11K and leaving 20,562 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #67.

American Financial Advisors first reported a position in XLF in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.19M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

American Financial Advisors held 20,562 shares of State Street Financial Select Sector SPDR ETF worth $1.1M as of Q2 2026.
American Financial Advisors sold 156 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.11K.
State Street Financial Select Sector SPDR ETF made up 0.13% of American Financial Advisors's portfolio in Q2 2026, its #67 holding.
American Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 28 quarters since.
American Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.19M in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.