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

Empower Advisory 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 Q1	$578K	Sell	11,698 -4,260	-27%	-$222K	﹤0.01%	302
2025 Q4	$874K	Buy	15,958 +3,577	+29%	+$191K	﹤0.01%	264
2025 Q3	$667K	Buy	12,381 +933	+8%	+$49.4K	﹤0.01%	294
2025 Q2	$600K	Sell	11,448 -2,533	-18%	-$125K	﹤0.01%	302
2025 Q1	$696K	Buy	13,981 +1,831	+15%	+$91.8K	﹤0.01%	277
2024 Q4	$587K	Sell	12,150 -1,025	-8%	-$49.6K	﹤0.01%	302
2024 Q3	$597K	Sell	13,175 -804	-6%	-$35.1K	﹤0.01%	292
2024 Q2	$575K	Sell	13,979 -4,838	-26%	-$199K	﹤0.01%	289
2024 Q1	$793K	Buy	18,817 +126	+0.7%	+$4.97K	﹤0.01%	249
2023 Q4	$703K	Sell	18,691 -643	-3%	-$22.3K	﹤0.01%	257
2023 Q3	$641K	Sell	19,334 -525	-3%	-$18.1K	﹤0.01%	271
2023 Q2	$669K	Sell	19,859 -2,970	-13%	-$96.9K	﹤0.01%	266
2023 Q1	$735K	Buy	+22,829	New	+$793K	﹤0.01%	266

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

Empower Advisory Group's XLF Position: Q1 2026 in Review

Empower Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q1 2026, selling an estimated $222K and leaving 11,698 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Empower Advisory Group first reported a position in XLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $874K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Empower Advisory Group held 11,698 shares of State Street Financial Select Sector SPDR ETF worth $578K as of Q1 2026.
Empower Advisory Group sold 4,260 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $222K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #302 holding.
Empower Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $874K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.