Envestnet Portfolio Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Envestnet Portfolio 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	$8.82M	Sell	164,601 -48,889	-23%	-$2.54M	0.04%	234
2026 Q1	$10.5M	Sell	213,490 -22,727	-10%	-$1.18M	0.06%	182
2025 Q4	$12.9M	Buy	236,217 +30,582	+15%	+$1.63M	0.05%	202
2025 Q3	$11.1M	Buy	205,635 +41,424	+25%	+$2.19M	0.04%	206
2025 Q2	$8.6M	Sell	164,211 -150,369	-48%	-$7.44M	0.03%	256
2025 Q1	$15.7M	Sell	314,580 -337,524	-52%	-$16.9M	0.06%	156
2024 Q4	$31.5M	Buy	652,104 +213,107	+49%	+$10.3M	0.1%	100
2024 Q3	$19.9M	Buy	438,997 +287,700	+190%	+$12.6M	0.06%	145
2024 Q2	$6.22M	Buy	151,297 +54,725	+57%	+$2.25M	0.02%	325
2024 Q1	$4.07M	Buy	96,572 +34,806	+56%	+$1.37M	0.02%	434
2023 Q4	$2.32M	Buy	61,766 +17,552	+40%	+$608K	0.01%	550
2023 Q3	$1.47M	Buy	+44,214	New	+$1.52M	0.01%	641

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

Envestnet Portfolio Solutions's XLF Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2026, selling an estimated $2.54M and leaving 164,601 shares worth $8.82M. The position accounts for 0.04% of the portfolio, ranked #234.

Envestnet Portfolio Solutions first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.5M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Envestnet Portfolio Solutions held 164,601 shares of State Street Financial Select Sector SPDR ETF worth $8.82M as of Q2 2026.
Envestnet Portfolio Solutions sold 48,889 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.54M.
State Street Financial Select Sector SPDR ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #234 holding.
Envestnet Portfolio Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street Financial Select Sector SPDR ETF position peaked at $31.5M in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.