Fiduciary Alliance’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$512K Sell
9,595
-1,554
-14% -$88.1K 0.04% 317
2026
Q2
$598K Sell
11,149
-414
-4% -$21.5K 0.04% 336
2026
Q1
$603K Buy
11,563
+4,438
+62% +$231K 0.04% 343
2025
Q4
$390K Sell
7,125
-250
-3% -$13.3K 0.03% 375
2025
Q3
$397K Sell
7,375
-131
-2% -$6.94K 0.03% 373
2025
Q2
$393K Buy
+7,506
New +$371K 0.03% 349
2025
Q1
– Sell
-5,187
Closed -$251K – 405
2024
Q4
$251K Buy
+5,187
New +$251K 0.03% 313
2023
Q3
– Sell
-769
Closed -$25.9K – 961
2023
Q2
$25.9K Buy
+769
New +$25.1K 0.01% 408
2023
Q1
– Sell
-683
Closed -$23.4K – 881
2022
Q4
$23.4K Buy
+683
New +$23.1K 0.01% 297

Other funds holding XLF

Fiduciary Alliance's XLF Position: Q3 2026 in Review

Fiduciary Alliance reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q3 2026, selling an estimated $88.1K and leaving 9,595 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #317.

Fiduciary Alliance first reported a position in XLF in Q4 2022 and has held it in 9 quarters since. The position peaked at $603K in Q1 2026. 1,552 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Fiduciary Alliance held 9,595 shares of State Street Financial Select Sector SPDR ETF worth $512K as of Q3 2026.
  • Fiduciary Alliance sold 1,554 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $88.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #317 holding.
  • Fiduciary Alliance first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 9 quarters since.
  • Fiduciary Alliance's State Street Financial Select Sector SPDR ETF position peaked at $603K in Q1 2026.
  • 1,552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.