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

Brown 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	$2.93M	Buy	54,737 +5,456	+11%	+$284K	1.02%	27
2026 Q1	$2.43M	Buy	49,281 +262	+0.5%	+$13.7K	0.92%	32
2025 Q4	$2.68M	Buy	49,019 +548	+1%	+$29.2K	0.98%	30
2025 Q3	$2.61M	Buy	+48,471	New	+$2.57M	0.96%	32

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

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

Brown Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, buying an estimated $284K and bringing the position to 54,737 shares worth $2.93M. The position accounts for 1.02% of the portfolio, ranked #27.

Brown Financial Advisors first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Brown Financial Advisors held 54,737 shares of State Street Financial Select Sector SPDR ETF worth $2.93M as of Q2 2026.
Brown Financial Advisors bought 5,456 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $284K.
State Street Financial Select Sector SPDR ETF made up 1.02% of Brown Financial Advisors's portfolio in Q2 2026, its #27 holding.
Brown Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.