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 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 $1.56T 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 $374B AUM 17.66% 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

AmeriFlex Group's XLF Position: Q1 2026 in Review

AmeriFlex Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q1 2026, buying an estimated $156 and bringing the position to 11,160 shares worth $551K. The position accounts for 0.28% of the portfolio, ranked #77.

AmeriFlex Group first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.07M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

AmeriFlex Group held 11,160 shares of State Street Financial Select Sector SPDR ETF worth $551K as of Q1 2026.
AmeriFlex Group bought 3 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $156.
State Street Financial Select Sector SPDR ETF made up 0.28% of AmeriFlex Group's portfolio in Q1 2026, its #77 holding.
AmeriFlex Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's State Street Financial Select Sector SPDR ETF position peaked at $3.07M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.