Certified Advisory Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Certified Advisory Corp’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	$1.16M	Sell	21,579 -361	-2%	-$18.8K	0.09%	157
2026 Q1	$1.08M	Sell	21,940 -4,165	-16%	-$217K	0.1%	157
2025 Q4	$1.43M	Sell	26,105 -982	-4%	-$52.3K	0.13%	138
2025 Q3	$1.46M	Buy	27,087 +433	+2%	+$22.9K	0.14%	133
2025 Q2	$1.4M	Buy	26,654 +341	+1%	+$16.9K	0.15%	132
2025 Q1	$1.31M	Buy	26,313 +1,504	+6%	+$75.4K	0.15%	131
2024 Q4	$1.2M	Buy	24,809 +454	+2%	+$22K	0.13%	132
2024 Q3	$1.1M	Sell	24,355 -251	-1%	-$11K	0.12%	139
2024 Q2	$1.01M	Sell	24,606 -1,169	-5%	-$48.1K	0.13%	136
2024 Q1	$1.09M	Buy	25,775 +922	+4%	+$36.4K	0.15%	125
2023 Q4	$934K	Sell	24,853 -333	-1%	-$11.5K	0.14%	131
2023 Q3	$835K	Sell	25,186 -145	-0.6%	-$5K	0.15%	119
2023 Q2	$854K	Sell	25,331 -9,047	-26%	-$295K	0.16%	120
2023 Q1	$1.11M	Sell	34,378 -2,830	-8%	-$98.3K	0.2%	113
2022 Q4	$1.27M	Buy	37,208 +133	+0.4%	+$4.5K	0.25%	102
2022 Q3	$1.13M	Buy	37,075 +312	+0.8%	+$10.3K	0.26%	98
2022 Q2	$1.16M	Sell	36,763 -945	-3%	-$32.7K	0.26%	96
2022 Q1	$1.45M	Buy	37,708 +564	+2%	+$22K	0.31%	87
2021 Q4	$1.45M	Buy	37,144 +410	+1%	+$16.1K	0.32%	83
2021 Q3	$1.38M	Buy	36,734 +875	+2%	+$32.7K	0.34%	77
2021 Q2	$1.32M	Buy	35,859 +278	+0.8%	+$10.2K	0.33%	75
2021 Q1	$1.21M	Buy	+35,581	New	+$1.14M	0.31%	77
2020 Q2	$1.08M	Sell	46,762 -17,381	-27%	-$395K	0.36%	66
2020 Q1	$1.33M	Sell	64,143 -3,908	-6%	-$108K	0.53%	41
2019 Q4	$2.1M	Buy	68,051 +163	+0.2%	+$4.78K	0.67%	32
2019 Q3	$1.9M	Buy	67,888 +1,627	+2%	+$44.9K	0.66%	33
2019 Q2	$1.83M	Buy	66,261 +331	+0.5%	+$8.96K	0.68%	33
2019 Q1	$1.7M	Buy	65,930 +3,434	+5%	+$88.6K	0.71%	33
2018 Q4	$1.49M	Sell	62,496 -4,041	-6%	-$105K	0.77%	28
2018 Q3	$1.83M	Buy	66,537 +3,372	+5%	+$94.3K	0.85%	26
2018 Q2	$1.68M	Buy	63,165 +6,771	+12%	+$187K	0.93%	25
2018 Q1	$1.55M	Buy	56,394 +25,442	+82%	+$733K	0.92%	27
2017 Q4	$863K	Buy	+30,952	New	+$833K	0.62%	44

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Certified Advisory Corp's XLF Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q2 2026, selling an estimated $18.8K and leaving 21,579 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #157.

Certified Advisory Corp first reported a position in XLF in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.1M in Q4 2019. 672 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Certified Advisory Corp held 21,579 shares of State Street Financial Select Sector SPDR ETF worth $1.16M as of Q2 2026.
Certified Advisory Corp sold 361 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $18.8K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Certified Advisory Corp's portfolio in Q2 2026, its #157 holding.
Certified Advisory Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's State Street Financial Select Sector SPDR ETF position peaked at $2.1M in Q4 2019.
672 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.