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

Ethos 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	$2.52M	Sell	44,458 -11,433	-20%	-$594K	0.17%	120
2026 Q1	$2.76M	Buy	55,891 +4,754	+9%	+$248K	0.2%	107
2025 Q4	$2.8M	Buy	+51,137	New	+$2.72M	0.21%	107
2025 Q3	–	Sell	-46,924	Closed	-$2.46M	–	530
2025 Q2	$2.46M	Buy	+46,924	New	+$2.32M	0.21%	108
2025 Q1	–	Sell	-3,127	Closed	-$151K	–	505
2024 Q4	$151K	Buy	+3,127	New	+$151K	0.02%	311
2024 Q2	–	Sell	-5,119	Closed	-$216K	–	313
2024 Q1	$216K	Sell	5,119 -2,382	-32%	-$94K	0.04%	250
2023 Q4	$282K	Buy	7,501 +1,103	+17%	+$38.2K	0.06%	205
2023 Q3	$212K	Buy	+6,398	New	+$220K	0.05%	159

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

Ethos Financial Group's XLF Position: Q2 2026 in Review

Ethos Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q2 2026, selling an estimated $594K and leaving 44,458 shares worth $2.52M. The position accounts for 0.17% of the portfolio, ranked #120.

Ethos Financial Group first reported a position in XLF in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.8M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ethos Financial Group held 44,458 shares of State Street Financial Select Sector SPDR ETF worth $2.52M as of Q2 2026.
Ethos Financial Group sold 11,433 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $594K.
State Street Financial Select Sector SPDR ETF made up 0.17% of Ethos Financial Group's portfolio in Q2 2026, its #120 holding.
Ethos Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 8 quarters since.
Ethos Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $2.8M 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 Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.