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

Avantax 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
2025 Q2	$17.6M	Buy	336,408 +4,231	+1%	+$209K	0.1%	164
2025 Q1	$16.5M	Buy	332,177 +18,629	+6%	+$934K	0.1%	154
2024 Q4	$15.2M	Sell	313,548 -3,340	-1%	-$161K	0.1%	158
2024 Q3	$14.4M	Sell	316,888 -197,489	-38%	-$8.62M	0.09%	163
2024 Q2	$21.1M	Buy	514,377 +49,790	+11%	+$2.05M	0.15%	105
2024 Q1	$19.6M	Buy	464,587 +73,992	+19%	+$2.92M	0.17%	94
2023 Q4	$14.7M	Buy	390,595 +5,174	+1%	+$179K	0.15%	113
2023 Q3	$12.8M	Sell	385,421 -14,230	-4%	-$490K	0.14%	112
2023 Q2	$13.5M	Buy	399,651 +6,256	+2%	+$204K	0.15%	110
2023 Q1	$12.6M	Sell	393,395 -136,504	-26%	-$4.74M	0.15%	110
2022 Q4	$18.1M	Sell	529,899 -34,300	-6%	-$1.16M	0.24%	61
2022 Q3	$17.1M	Sell	564,199 -80,383	-12%	-$2.66M	0.26%	55
2022 Q2	$20.3M	Buy	644,582 +141,889	+28%	+$4.9M	0.31%	46
2022 Q1	$19.3M	Buy	502,693 +99,155	+25%	+$3.88M	0.27%	60
2021 Q4	$15.8M	Buy	403,538 +75,041	+23%	+$2.95M	0.24%	68
2021 Q3	$12.3M	Buy	328,497 +101,372	+45%	+$3.79M	0.21%	78
2021 Q2	$8.32M	Buy	227,125 +33,309	+17%	+$1.22M	0.15%	109
2021 Q1	$6.62M	Buy	193,816 +91,551	+90%	+$2.94M	0.14%	116
2020 Q4	$3.02M	Sell	102,265 -169,713	-62%	-$4.54M	0.07%	189
2020 Q3	$6.55M	Buy	271,978 +46,482	+21%	+$1.13M	0.11%	164
2020 Q2	$5.21M	Buy	225,496 +113,870	+102%	+$2.59M	0.15%	109
2020 Q1	$2.32M	Sell	111,626 -7,138	-6%	-$197K	0.07%	168
2019 Q4	$3.65M	Buy	118,764 +36,892	+45%	+$1.08M	0.08%	143
2019 Q3	$2.29M	Buy	81,872 +2,242	+3%	+$61.9K	0.09%	114
2019 Q2	$2.2M	Buy	79,630 +21,758	+38%	+$589K	0.1%	104
2019 Q1	$1.49M	Buy	57,872 +4,409	+8%	+$114K	0.08%	135
2018 Q4	$1.27M	Buy	+53,463	New	+$1.39M	0.21%	111

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's XLF Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.3% in Q2 2025, buying an estimated $209K and bringing the position to 336,408 shares worth $17.6M. The position accounts for 0.1% of the portfolio, ranked #164.

Avantax Advisory Services first reported a position in XLF in Q4 2018 and has held it in 27 quarters since. The position peaked at $21.1M in Q2 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Avantax Advisory Services held 336,408 shares of State Street Financial Select Sector SPDR ETF worth $17.6M as of Q2 2025.
Avantax Advisory Services bought 4,231 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $209K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #164 holding.
Avantax Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $21.1M in Q2 2024.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.