AmeriFlex Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

AmeriFlex Group’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	$668K	Buy	12,465 +1,305	+12%	+$67.8K	0.27%	73
2026 Q1	$551K	Buy	11,160 +3	+0%	+$156	0.28%	77
2025 Q4	$611K	Sell	11,157 -5,610	-33%	-$299K	0.32%	66
2025 Q3	$903K	Buy	16,767 +7,273	+77%	+$385K	0.34%	55
2025 Q2	$492K	Sell	9,494 -52,206	-85%	-$2.58M	0.26%	73
2025 Q1	$3.07M	Buy	61,700 +54,259	+729%	+$2.72M	1.26%	12
2024 Q4	$383K	Buy	+7,441	New	+$360K	0.18%	126

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

AmeriFlex Group's XLF Position: Q2 2026 in Review

AmeriFlex Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, buying an estimated $67.8K and bringing the position to 12,465 shares worth $668K. The position accounts for 0.27% of the portfolio, ranked #73.

AmeriFlex Group first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q1 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

AmeriFlex Group held 12,465 shares of State Street Financial Select Sector SPDR ETF worth $668K as of Q2 2026.
AmeriFlex Group bought 1,305 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $67.8K.
State Street Financial Select Sector SPDR ETF made up 0.27% of AmeriFlex Group's portfolio in Q2 2026, its #73 holding.
AmeriFlex Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's State Street Financial Select Sector SPDR ETF position peaked at $3.07M in Q1 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.