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

Financial Engines 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	$1.09M	Buy	20,377 +35	+0.2%	+$1.82K	﹤0.01%	309
2026 Q1	$1M	Buy	20,342 +416	+2%	+$21.7K	﹤0.01%	304
2025 Q4	$1.09M	Sell	19,926 -2,717	-12%	-$145K	﹤0.01%	304
2025 Q3	$1.22M	Buy	22,643 +179	+0.8%	+$9.48K	﹤0.01%	285
2025 Q2	$1.18M	Buy	22,464 +15,505	+223%	+$767K	﹤0.01%	278
2025 Q1	$347K	Sell	6,959 -3,695	-35%	-$185K	﹤0.01%	357
2024 Q4	$515K	Buy	10,654 +2,658	+33%	+$129K	﹤0.01%	325
2024 Q3	$362K	Sell	7,996 -896	-10%	-$39.1K	﹤0.01%	311
2024 Q2	$366K	Buy	+8,892	New	+$366K	﹤0.01%	287
2024 Q1	–	Sell	-10,491	Closed	-$394K	–	365
2023 Q4	$394K	Buy	10,491 +2,844	+37%	+$98.5K	﹤0.01%	248
2023 Q3	$254K	Sell	7,647 -4,574	-37%	-$158K	﹤0.01%	255
2023 Q2	$412K	Sell	12,221 -904	-7%	-$29.5K	﹤0.01%	221
2023 Q1	$422K	Sell	13,125 -13,547	-51%	-$471K	﹤0.01%	221
2022 Q4	$912K	Sell	26,672 -41,842	-61%	-$1.42M	﹤0.01%	177
2022 Q3	$2.08M	Sell	68,514 -16,529	-19%	-$546K	0.01%	119
2022 Q2	$2.67M	Sell	85,043 -1,992	-2%	-$68.8K	0.01%	106
2022 Q1	$3.33M	Buy	+87,035	New	+$3.4M	0.01%	95
2021 Q3	–	Sell	-7,314	Closed	-$268K	–	287
2021 Q2	$268K	Sell	7,314 -789	-10%	-$28.9K	﹤0.01%	188
2021 Q1	$276K	Buy	8,103 +261	+3%	+$8.38K	﹤0.01%	224
2020 Q4	$231K	Buy	+7,842	New	+$210K	﹤0.01%	238
2018 Q4	–	Sell	-156	Closed	-$4K	–	182
2018 Q3	$4K	Sell	156 -159	-50%	-$4.45K	﹤0.01%	131
2018 Q2	$8K	Sell	315 -310	-50%	-$8.55K	﹤0.01%	100
2018 Q1	$17K	Buy	+625	New	+$18K	﹤0.01%	87

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

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

Financial Engines Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.17% in Q2 2026, buying an estimated $1.82K and bringing the position to 20,377 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Financial Engines Advisors first reported a position in XLF in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.33M in Q1 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Financial Engines Advisors held 20,377 shares of State Street Financial Select Sector SPDR ETF worth $1.09M as of Q2 2026.
Financial Engines Advisors bought 35 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.82K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #309 holding.
Financial Engines Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 23 quarters since.
Financial Engines Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.33M in Q1 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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