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

Dana Investment 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 Q1	–	Sell	-4,213	Closed	-$231K	–	581
2025 Q4	$231K	Buy	4,213 +414	+11%	+$22.1K	0.01%	536
2025 Q3	$205K	Buy	+3,799	New	+$201K	0.01%	549
2024 Q2	–	Sell	-11,886	Closed	-$501K	–	540
2024 Q1	$501K	Buy	+11,886	New	+$469K	0.02%	438
2023 Q4	–	Sell	-12,915	Closed	-$428K	–	443
2023 Q3	$428K	Hold	12,915	–	–	0.02%	332
2023 Q2	$435K	Buy	12,915 +456	+4%	+$14.9K	0.02%	338
2023 Q1	$401K	Buy	+12,459	New	+$433K	0.02%	335

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dana Investment Advisors's XLF Position: Q1 2026 in Review

Dana Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,213 shares — an estimated $231K sold.

Dana Investment Advisors first reported a position in XLF in Q1 2023 and held it in 6 quarters. The position peaked at $501K in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Dana Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Dana Investment Advisors sold 4,213 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $231K.
Dana Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 6 quarters.
Dana Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $501K in Q1 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.