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

Clearstead 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 		$5.64M Buy
105,290
+8,319
+9% +$432K 0.05% 231
2026
Q1 		$4.79M Buy
96,971
+13,258
+16% +$691K 0.04% 239
2025
Q4 		$4.58M Sell
83,713
-5,917
-7% -$315K 0.06% 212
2025
Q3 		$4.83M Buy
89,630
+789
+0.9% +$41.8K 0.06% 204
2025
Q2 		$4.65M Sell
88,841
-738
-0.8% -$36.5K 0.07% 206
2025
Q1 		$4.46M Sell
89,579
-947
-1% -$47.5K 0.07% 194
2024
Q4 		$4.38M Sell
90,526
-329
-0.4% -$15.9K 0.07% 198
2024
Q3 		$4.12M Buy
90,855
+403
+0.4% +$17.6K 0.06% 206
2024
Q2 		$3.72M Buy
90,452
+17,946
+25% +$739K 0.06% 206
2024
Q1 		$3.02M Sell
72,506
-2,936
-4% -$116K 0.15% 115
2023
Q4 		$2.84M Sell
75,442
-91,014
-55% -$3.15M 0.15% 118
2023
Q3 		$5.52M Buy
166,456
+83,136
+100% +$2.86M 0.16% 110
2023
Q2 		$2.81M Buy
83,320
+57,549
+223% +$1.88M 0.17% 103
2023
Q1 		$829K Sell
25,771
-3,032
-11% -$105K 0.06% 191
2022
Q4 		$985K Sell
28,803
-333
-1% -$11.3K 0.08% 175
2022
Q3 		$885K Buy
29,136
+8,047
+38% +$266K 0.08% 169
2022
Q2 		$663K Sell
21,089
-982
-4% -$33.9K 0.05% 216
2022
Q1 		$846K Buy
22,071
+1,029
+5% +$40.2K 0.06% 197
2021
Q4 		$822K Sell
21,042
-1,234
-6% -$48.5K 0.06% 200
2021
Q3 		$836K Buy
22,276
+8,039
+56% +$301K 0.06% 190
2021
Q2 		$522K Buy
14,237
+3,493
+33% +$128K 0.04% 225
2021
Q1 		$366K Buy
10,744
+45
+0.4% +$1.45K 0.03% 251
2020
Q4 		$315K Sell
10,699
-84
-0.8% -$2.25K 0.03% 262
2020
Q3 		$260K Buy
10,783
+10,058
+1,387% +$245K 0.03% 253
2020
Q2 		$17K Sell
725
-86
-11% -$1.95K ﹤0.01% 544
2020
Q1 		$17K Buy
+811
New +$22.3K ﹤0.01% 522

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Clearstead Advisors's XLF Position: Q2 2026 in Review

Clearstead Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.6% in Q2 2026, buying an estimated $432K and bringing the position to 105,290 shares worth $5.64M. The position accounts for 0.05% of the portfolio, ranked #231.

Clearstead Advisors first reported a position in XLF in Q1 2020 and has held it in 26 quarters since. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Clearstead Advisors held 105,290 shares of State Street Financial Select Sector SPDR ETF worth $5.64M as of Q2 2026.
  • Clearstead Advisors bought 8,319 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $432K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Clearstead Advisors's portfolio in Q2 2026, its #231 holding.
  • Clearstead Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.