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

Elevated Capital 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	$287K	Hold	5,349	–	–	0.08%	218
2026 Q1	$264K	Hold	5,349	–	–	0.07%	228
2025 Q4	$293K	Sell	5,349 -280	-5%	-$14.9K	0.07%	238
2025 Q3	$303K	Sell	5,629 -2,379	-30%	-$126K	0.08%	236
2025 Q2	$399K	Hold	8,008	–	–	0.11%	208
2025 Q1	$399K	Sell	8,008 -109	-1%	-$5.47K	0.11%	208
2024 Q4	$392K	Sell	8,117 -15,100	-65%	-$730K	0.11%	212
2024 Q3	$1.05M	Buy	23,217 +42	+0.2%	+$1.83K	0.28%	98
2024 Q2	$953K	Buy	23,175 +579	+3%	+$23.8K	0.27%	97
2024 Q1	$952K	Sell	22,596 -171	-0.8%	-$6.75K	0.27%	94
2023 Q4	$856K	Buy	22,767 +1,277	+6%	+$44.2K	0.27%	99
2023 Q3	$713K	Buy	21,490 +6,847	+47%	+$236K	0.24%	101
2023 Q2	$494K	Sell	14,643 -794	-5%	-$25.9K	0.16%	133
2023 Q1	$496K	Sell	15,437 -666	-4%	-$23.1K	0.18%	126
2022 Q4	$551K	Sell	16,103 -34,085	-68%	-$1.15M	0.21%	110
2022 Q3	$1.52M	Buy	+50,188	New	+$1.66M	0.6%	53
2022 Q1	$2.46M	Buy	+64,321	New	+$2.51M	0.82%	33
2021 Q3	$2.46M	Buy	+65,420	New	+$2.45M	0.85%	29
2021 Q1	$2.27M	Buy	+65,430	New	+$2.1M	0.88%	32
2019 Q4	$335K	Buy	+10,888	New	+$320K	0.37%	77
2019 Q1	$716K	Buy	+33,084	New	+$854K	0.47%	77

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevated Capital Advisors's XLF Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,349 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #218.

Elevated Capital Advisors first reported a position in XLF in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.46M in Q1 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Elevated Capital Advisors held 5,349 shares of State Street Financial Select Sector SPDR ETF worth $287K as of Q2 2026.
Elevated Capital Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.08% of Elevated Capital Advisors's portfolio in Q2 2026, its #218 holding.
Elevated Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 21 quarters since.
Elevated Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.46M in Q1 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.