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

Elevated Financial Group’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	-6,993	Closed	-$345K	–	146
2026 Q1	$345K	Buy	6,993 +291	+4%	+$15.2K	0.11%	100
2025 Q4	$367K	Buy	+6,702	New	+$357K	0.13%	88

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 Financial Group's XLF Position: Q2 2026 in Review

Elevated Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 6,993 shares — an estimated $345K sold.

Elevated Financial Group first reported a position in XLF in Q4 2025 and held it in 2 quarters. The position peaked at $367K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Elevated Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Elevated Financial Group sold 6,993 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $345K.
Elevated Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
Elevated Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $367K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.