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

Benedict Financial 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 		$234K Buy
4,360
+2
+0% +$104 0.05% 133
2026
Q1 		$215K Sell
4,358
-1,255
-22% -$65.4K 0.04% 131
2025
Q4 		$307K Sell
5,613
-71
-1% -$3.78K 0.06% 124
2025
Q3 		$306K Buy
5,684
+223
+4% +$11.8K 0.07% 120
2025
Q2 		$286K Sell
5,461
-149
-3% -$7.37K 0.06% 119
2025
Q1 		$279K Sell
5,610
-438
-7% -$22K 0.06% 119
2024
Q4 		$292K Buy
+6,048
New +$292K 0.07% 114
2023
Q1 		– Sell
-12,237
Closed -$419K – 119
2022
Q4 		$419K Buy
12,237
+151
+1% +$5.11K 0.12% 100
2022
Q3 		$367K Sell
12,086
-1,662
-12% -$54.9K 0.12% 104
2022
Q2 		$432K Hold
13,748
– – 0.13% 105
2022
Q1 		$527K Buy
13,748
+1,988
+17% +$77.7K 0.14% 102
2021
Q4 		$459K Buy
11,760
+83
+0.7% +$3.26K 0.12% 104
2021
Q3 		$438K Buy
11,677
+650
+6% +$24.3K 0.12% 106
2021
Q2 		$405K Sell
11,027
-2,304
-17% -$84.3K 0.11% 106
2021
Q1 		$454K Buy
+13,331
New +$428K 0.13% 104

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Benedict Financial Advisors's XLF Position: Q2 2026 in Review

Benedict Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.05% in Q2 2026, buying an estimated $104 and bringing the position to 4,360 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #133.

Benedict Financial Advisors first reported a position in XLF in Q1 2021 and has held it in 15 quarters since. The position peaked at $527K in Q1 2022. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Benedict Financial Advisors held 4,360 shares of State Street Financial Select Sector SPDR ETF worth $234K as of Q2 2026.
  • Benedict Financial Advisors bought 2 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $104.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Benedict Financial Advisors's portfolio in Q2 2026, its #133 holding.
  • Benedict Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 15 quarters since.
  • Benedict Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $527K in Q1 2022.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.