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

Fiduciary 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	$425K	Buy	7,929 +703	+10%	+$36.5K	0.05%	233
2026 Q1	$357K	Sell	7,226 -177	-2%	-$9.22K	0.05%	244
2025 Q4	$405K	Hold	7,403	–	–	0.06%	205
2025 Q3	$399K	Hold	7,403	–	–	0.06%	194
2025 Q2	$390K	Sell	7,403 -100	-1%	-$4.95K	0.07%	170
2025 Q1	$344K	Buy	7,503 +2,400	+47%	+$120K	0.08%	162
2024 Q4	$241K	Buy	+5,103	New	+$247K	0.05%	242

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Fiduciary Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.7% in Q2 2026, buying an estimated $36.5K and bringing the position to 7,929 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #233.

Fiduciary Financial Group first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fiduciary Financial Group held 7,929 shares of State Street Financial Select Sector SPDR ETF worth $425K as of Q2 2026.
Fiduciary Financial Group bought 703 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.5K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #233 holding.
Fiduciary Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.