Ameritas Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ameritas Advisory Services’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	$5.08M	Buy	94,715 +44,659	+89%	+$2.32M	0.1%	199
2026 Q1	$2.47M	Sell	50,056 -580	-1%	-$30.2K	0.1%	195
2025 Q4	$2.77M	Sell	50,636 -2,872	-5%	-$153K	0.1%	177
2025 Q3	$2.88M	Buy	53,508 +8,005	+18%	+$424K	0.19%	108
2025 Q2	$2.38M	Sell	45,503 -17,308	-28%	-$857K	0.12%	163
2025 Q1	$3.08M	Sell	62,811 -23,157	-27%	-$1.16M	0.12%	166
2024 Q4	$4.15M	Buy	85,968 +20,608	+32%	+$996K	0.14%	141
2024 Q3	$2.96M	Sell	65,360 -35,747	-35%	-$1.56M	0.13%	167
2024 Q2	$4.16M	Sell	101,107 -911	-0.9%	-$37.5K	0.16%	134
2024 Q1	$4.2M	Buy	102,018 +70,848	+227%	+$2.8M	0.17%	117
2023 Q4	$1.2M	Sell	31,170 -75,604	-71%	-$2.62M	0.07%	247
2023 Q3	$3.54M	Buy	106,774 +35,717	+50%	+$1.23M	0.18%	112
2023 Q2	$2.39M	Sell	71,057 -42,335	-37%	-$1.38M	0.31%	74
2023 Q1	$3.69M	Sell	113,392 -36,256	-24%	-$1.26M	0.19%	106
2022 Q4	$5.12M	Buy	149,648 +37,205	+33%	+$1.26M	0.24%	99
2022 Q3	$3.41M	Buy	112,443 +1,813	+2%	+$59.9K	0.2%	107
2022 Q2	$3.48M	Buy	110,630 +4,992	+5%	+$173K	0.2%	110
2022 Q1	$4.05M	Sell	105,638 -7,423	-7%	-$290K	0.15%	111
2021 Q4	$4.42M	Buy	+113,061	New	+$4.44M	0.16%	105

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

Ameritas Advisory Services's XLF Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 89% in Q2 2026, buying an estimated $2.32M and bringing the position to 94,715 shares worth $5.08M. The position accounts for 0.1% of the portfolio, ranked #199.

Ameritas Advisory Services first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.12M in Q4 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ameritas Advisory Services held 94,715 shares of State Street Financial Select Sector SPDR ETF worth $5.08M as of Q2 2026.
Ameritas Advisory Services bought 44,659 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.32M.
State Street Financial Select Sector SPDR ETF made up 0.1% of Ameritas Advisory Services's portfolio in Q2 2026, its #199 holding.
Ameritas Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $5.12M in Q4 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.