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

Bragg 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	$685K	Sell	12,775 -444	-3%	-$23.1K	0.02%	259
2026 Q1	$653K	Buy	13,219 +565	+4%	+$29.4K	0.02%	253
2025 Q4	$693K	Sell	12,654 -115	-0.9%	-$6.13K	0.02%	240
2025 Q3	$688K	Sell	12,769 -8	-0.1%	-$424	0.02%	241
2025 Q2	$669K	Sell	12,777 -623	-5%	-$30.8K	0.02%	242
2025 Q1	$667K	Sell	13,400 -3,428	-20%	-$172K	0.03%	237
2024 Q4	$813K	Buy	16,828 +4,540	+37%	+$220K	0.03%	218
2024 Q3	$557K	Buy	12,288 +627	+5%	+$27.4K	0.02%	240
2024 Q2	$479K	Sell	11,661 -506	-4%	-$20.8K	0.02%	245
2024 Q1	$512K	Sell	12,167 -1,892	-13%	-$74.7K	0.02%	239
2023 Q4	$529K	Buy	14,059 +460	+3%	+$15.9K	0.03%	236
2023 Q3	$451K	Sell	13,599 -86	-0.6%	-$2.96K	0.02%	245
2023 Q2	$461K	Buy	13,685 +2,800	+26%	+$91.4K	0.03%	248
2023 Q1	$350K	Buy	10,885 +225	+2%	+$7.82K	0.02%	261
2022 Q4	$365K	Buy	+10,660	New	+$361K	0.02%	252

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

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

Bragg Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.4% in Q2 2026, selling an estimated $23.1K and leaving 12,775 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #259.

Bragg Financial Advisors first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $813K in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bragg Financial Advisors held 12,775 shares of State Street Financial Select Sector SPDR ETF worth $685K as of Q2 2026.
Bragg Financial Advisors sold 444 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.1K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #259 holding.
Bragg Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Bragg Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $813K in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.