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

Centerpoint 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	$1K	Hold	25	–	–	﹤0.01%	395
2026 Q1	$1K	Hold	25	–	–	﹤0.01%	389
2025 Q4	$1K	Hold	25	–	–	﹤0.01%	392
2025 Q3	$1K	Hold	25	–	–	﹤0.01%	439
2025 Q2	$1K	Hold	25	–	–	﹤0.01%	383
2025 Q1	$1K	Sell	25 -25	-50%	-$1.25K	﹤0.01%	382
2024 Q4	$2K	Hold	50	–	–	﹤0.01%	417
2024 Q3	$2K	Hold	50	–	–	﹤0.01%	440
2024 Q2	$2K	Hold	50	–	–	﹤0.01%	415
2024 Q1	$2K	Hold	50	–	–	﹤0.01%	401
2023 Q4	$2K	Sell	50 -50	-50%	-$1.73K	﹤0.01%	395
2023 Q3	$3K	Hold	100	–	–	﹤0.01%	427
2023 Q2	$3K	Hold	100	–	–	﹤0.01%	431
2023 Q1	$3K	Hold	100	–	–	﹤0.01%	426
2022 Q4	$3K	Sell	100 -50	-33%	-$1.69K	﹤0.01%	386
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	271
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	277
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	267
2021 Q4	$6K	Sell	150 -50	-25%	-$1.97K	﹤0.01%	266
2021 Q3	$8K	Buy	200 +50	+33%	+$1.87K	﹤0.01%	212
2021 Q2	$6K	Sell	150 -50	-25%	-$1.83K	﹤0.01%	229
2021 Q1	$7K	Buy	+200	New	+$6.42K	﹤0.01%	196

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

Centerpoint Advisors's XLF Position: Q2 2026 in Review

Centerpoint Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Centerpoint Advisors first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. The position peaked at $8K in Q3 2021. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Centerpoint Advisors held 25 shares of State Street Financial Select Sector SPDR ETF worth $1K as of Q2 2026.
Centerpoint Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #395 holding.
Centerpoint Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Centerpoint Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8K in Q3 2021.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.