AIFAIM
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American Institute for Advanced Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

American Institute for Advanced Investment Management’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 		$1.53M Sell
28,558
-700
-2% -$36.4K 0.88% 29
2026
Q1 		$1.44M Sell
29,258
-805
-3% -$41.9K 0.94% 29
2025
Q4 		$1.64M Buy
30,063
+308
+1% +$16.4K 1.06% 24
2025
Q3 		$1.6M Sell
29,755
-150
-0.5% -$7.95K 1.05% 26
2025
Q2 		$1.57M Sell
29,905
-4,640
-13% -$230K 1.11% 24
2025
Q1 		$1.72M Buy
34,545
+1,755
+5% +$88K 1.31% 15
2024
Q4 		$1.58M Buy
32,790
+7,945
+32% +$384K 1.18% 18
2024
Q3 		$1.13M Buy
24,845
+9,010
+57% +$393K 0.81% 37
2024
Q2 		$651K Buy
15,835
+1,080
+7% +$44.4K 0.5% 53
2024
Q1 		$621K Buy
14,755
+485
+3% +$19.1K 0.49% 58
2023
Q4 		$537K Sell
14,270
-266
-2% -$9.21K 0.47% 57
2023
Q3 		$542K Sell
14,536
-2,084
-13% -$71.8K 0.5% 57
2023
Q2 		$560K Sell
16,620
-1,400
-8% -$45.7K 0.49% 56
2023
Q1 		$519K Sell
18,020
-3,450
-16% -$120K 0.55% 52
2022
Q4 		$734K Buy
21,470
+525
+3% +$17.8K 0.67% 46
2022
Q3 		$636K Sell
20,945
-27,022
-56% -$893K 0.59% 51
2022
Q2 		$1.51M Sell
47,967
-2,623
-5% -$90.7K 1.32% 20
2022
Q1 		$1.94M Buy
50,590
+3,231
+7% +$126K 1.41% 20
2021
Q4 		$1.85M Buy
47,359
+1,677
+4% +$65.9K 1.25% 22
2021
Q3 		$1.71M Buy
45,682
+2,417
+6% +$90.4K 1.21% 27
2021
Q2 		$1.59M Buy
43,265
+4,115
+11% +$151K 1.12% 26
2021
Q1 		$1.33M Sell
39,150
-250
-0.6% -$8.03K 1.02% 31
2020
Q4 		$1.16M Sell
39,400
-400
-1% -$10.7K 0.93% 35
2020
Q3 		$958K Sell
39,800
-2,450
-6% -$59.6K 0.86% 40
2020
Q2 		$978K Buy
42,250
+22,450
+113% +$510K 0.92% 38
2020
Q1 		$412K Buy
+19,800
New +$545K 0.45% 58

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

American Institute for Advanced Investment Management's XLF Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q2 2026, selling an estimated $36.4K and leaving 28,558 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #29.

American Institute for Advanced Investment Management first reported a position in XLF in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.94M in Q1 2022. 1,332 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • American Institute for Advanced Investment Management held 28,558 shares of State Street Financial Select Sector SPDR ETF worth $1.53M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 700 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.88% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #29 holding.
  • American Institute for Advanced Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • American Institute for Advanced Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $1.94M in Q1 2022.
  • 1,332 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.