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Dynamic Advisor Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Dynamic Advisor Solutions’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 		$1.99M Sell
37,049
-20,568
-36% -$1.07M 0.06% 337
2026
Q1 		$2.84M Buy
57,617
+2,752
+5% +$143K 0.09% 238
2025
Q4 		$3M Sell
54,865
-16,055
-23% -$855K 0.1% 220
2025
Q3 		$3.82M Buy
70,920
+42,439
+149% +$2.25M 0.11% 203
2025
Q2 		$1.49M Sell
28,481
-513
-2% -$25.4K 0.05% 353
2025
Q1 		$1.44M Buy
+28,994
New +$1.45M 0.05% 344
2024
Q4 		– Sell
-27,935
Closed -$1.27M – 938
2024
Q3 		$1.27M Sell
27,935
-8,753
-24% -$382K 0.04% 394
2024
Q2 		$1.51M Buy
36,688
+1,172
+3% +$48.2K 0.05% 354
2024
Q1 		$1.5M Sell
35,516
-1,849
-5% -$73K 0.05% 354
2023
Q4 		$1.41M Sell
37,365
-16,303
-30% -$564K 0.05% 343
2023
Q3 		$1.78M Sell
53,668
-70
-0.1% -$2.41K 0.08% 253
2023
Q2 		$1.81M Buy
53,738
+1,091
+2% +$35.6K 0.09% 240
2023
Q1 		$1.69M Buy
52,647
+7,548
+17% +$262K 0.1% 237
2022
Q4 		$1.54M Sell
45,099
-12,984
-22% -$439K 0.11% 211
2022
Q3 		$1.76M Sell
58,083
-9,746
-14% -$322K 0.13% 168
2022
Q2 		$2.13M Sell
67,829
-3,027
-4% -$105K 0.16% 145
2022
Q1 		$2.71M Buy
70,856
+10,739
+18% +$420K 0.19% 126
2021
Q4 		$2.35M Buy
60,117
+2,782
+5% +$109K 0.17% 142
2021
Q3 		$2.15M Buy
57,335
+945
+2% +$35.4K 0.16% 153
2021
Q2 		$2.07M Buy
56,390
+3,148
+6% +$115K 0.16% 153
2021
Q1 		$1.81M Buy
53,242
+14,781
+38% +$475K 0.17% 152
2020
Q4 		$1.13M Sell
38,461
-6,810
-15% -$182K 0.11% 218
2020
Q3 		$1.09M Sell
45,271
-2,574
-5% -$62.6K 0.12% 193
2020
Q2 		$1.11M Sell
47,845
-4,289
-8% -$97.4K 0.15% 168
2020
Q1 		$1.08M Buy
52,134
+4,690
+10% +$129K 0.2% 142
2019
Q4 		$1.46M Sell
47,444
-618
-1% -$18.1K 0.2% 129
2019
Q3 		$1.35M Sell
48,062
-18,945
-28% -$523K 0.21% 126
2019
Q2 		$1.85M Sell
67,007
-10,343
-13% -$280K 0.3% 89
2019
Q1 		$1.99M Sell
77,350
-40,415
-34% -$1.04M 0.38% 71
2018
Q4 		$3.06M Sell
117,765
-42,523
-27% -$1.1M 0.65% 34
2018
Q3 		$4.42M Buy
160,288
+25,034
+19% +$700K 0.92% 20
2018
Q2 		$3.6M Buy
135,254
+60,176
+80% +$1.66M 0.82% 29
2018
Q1 		$2.07M Buy
75,078
+8,968
+14% +$258K 0.53% 49
2017
Q4 		$1.84M Buy
66,110
+41,980
+174% +$1.13M 0.6% 53
2017
Q3 		$624K Sell
24,130
-4,613
-16% -$115K 0.25% 124
2017
Q2 		$709K Buy
28,743
+331
+1% +$7.86K 0.27% 107
2017
Q1 		$674K Buy
28,412
+2,863
+11% +$68.6K 0.26% 106
2016
Q4 		$594K Buy
25,549
+4,312
+20% +$92.5K 0.24% 117
2016
Q3 		$410K Buy
21,237
+5,723
+37% +$118K 0.16% 159
2016
Q2 		$311K Sell
15,514
-453
-3% -$9.17K 0.13% 160
2016
Q1 		$315K Sell
15,967
-39,455
-71% -$752K 0.13% 165
2015
Q4 		$1.16M Buy
55,422
+21,624
+64% +$455K 0.48% 60
2015
Q3 		$672K Sell
33,798
-6,396
-16% -$136K 0.34% 76
2015
Q2 		$860K Buy
40,194
+4,474
+13% +$96.6K 0.5% 59
2015
Q1 		$756K Buy
35,720
+5,537
+18% +$117K 0.38% 78
2014
Q4 		$655K Buy
30,183
+4,638
+18% +$97.2K 0.35% 83
2014
Q3 		$520K Buy
25,545
+1,072
+4% +$21.6K 0.28% 101
2014
Q2 		$489K Sell
24,473
-3,694
-13% -$72K 0.29% 106
2014
Q1 		$552K Buy
28,167
+952
+3% +$18.2K 0.38% 92
2013
Q4 		$522K Buy
+27,215
New +$501K 0.39% 92

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Dynamic Advisor Solutions's XLF Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 36% in Q2 2026, selling an estimated $1.07M and leaving 37,049 shares worth $1.99M. The position accounts for 0.06% of the portfolio, ranked #337.

Dynamic Advisor Solutions first reported a position in XLF in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.42M in Q3 2018. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Dynamic Advisor Solutions held 37,049 shares of State Street Financial Select Sector SPDR ETF worth $1.99M as of Q2 2026.
  • Dynamic Advisor Solutions sold 20,568 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.07M.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #337 holding.
  • Dynamic Advisor Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's State Street Financial Select Sector SPDR ETF position peaked at $4.42M in Q3 2018.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.