CFCI
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Comprehensive Financial Consultants Institutional’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Comprehensive Financial Consultants Institutional’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 		– Sell
-7,914
Closed -$391K – 215
2026
Q1 		$391K Sell
7,914
-384
-5% -$20K 0.12% 148
2025
Q4 		$454K Sell
8,298
-578
-7% -$30.8K 0.14% 133
2025
Q3 		$478K Buy
8,876
+696
+9% +$36.9K 0.15% 128
2025
Q2 		$428K Buy
8,180
+1,179
+17% +$58.4K 0.14% 135
2025
Q1 		$349K Buy
+7,001
New +$351K 0.12% 135
2023
Q2 		– Sell
-6,434
Closed -$207K – 174
2023
Q1 		$207K Sell
6,434
-562
-8% -$19.5K 0.12% 155
2022
Q4 		$251K Hold
6,996
– – 0.15% 135
2022
Q3 		$222K Sell
6,996
-205
-3% -$6.78K 0.15% 144
2022
Q2 		$227K Hold
7,201
– – 0.16% 141
2022
Q1 		$250K Sell
7,201
-585
-8% -$22.9K 0.17% 141
2021
Q4 		$304K Buy
+7,786
New +$306K 0.2% 117

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's XLF Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 7,914 shares — an estimated $391K sold.

Comprehensive Financial Consultants Institutional first reported a position in XLF in Q4 2021 and held it in 11 quarters. The position peaked at $478K in Q3 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Comprehensive Financial Consultants Institutional reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 7,914 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $391K.
  • Comprehensive Financial Consultants Institutional first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 11 quarters.
  • Comprehensive Financial Consultants Institutional's State Street Financial Select Sector SPDR ETF position peaked at $478K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.