Fi3 Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fi3 Financial 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	–	Sell	-4,285	Closed	-$212K	–	281
2026 Q1	$212K	Hold	4,285	–	–	0.06%	197
2025 Q4	$235K	Hold	4,285	–	–	0.07%	164
2025 Q3	$231K	Hold	4,285	–	–	0.08%	135
2025 Q2	$224K	Hold	4,285	–	–	0.08%	145
2025 Q1	$213K	Hold	4,285	–	–	0.09%	119
2024 Q4	$207K	Buy	+4,285	New	+$207K	0.08%	114

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

Fi3 Financial Advisors's XLF Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,285 shares — an estimated $212K sold.

Fi3 Financial Advisors first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $235K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fi3 Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Fi3 Financial Advisors sold 4,285 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $212K.
Fi3 Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Fi3 Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $235K in Q4 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.