Benchmark Financial Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Benchmark Financial Wealth Advisors’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	–	Sell	-151,983	Closed	-$7.5M	–	159
2026 Q1	$7.5M	Sell	151,983 -418	-0.3%	-$21.8K	2.08%	16
2025 Q4	$8.35M	Sell	152,401 -7,682	-5%	-$409K	2.4%	11
2025 Q3	$8.62M	Buy	160,083 +4,328	+3%	+$229K	2.6%	10
2025 Q2	$8.16M	Buy	155,755 +808	+0.5%	+$40K	2.7%	9
2025 Q1	$7.72M	Buy	154,947 +138,372	+835%	+$6.94M	2.91%	8
2024 Q4	$801K	Buy	+16,575	New	+$801K	0.26%	47

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

Benchmark Financial Wealth Advisors's XLF Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 151,983 shares — an estimated $7.5M sold.

Benchmark Financial Wealth Advisors first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $8.62M in Q3 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Benchmark Financial Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 151,983 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.5M.
Benchmark Financial Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Benchmark Financial Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.62M in Q3 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.