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

Financial Sense 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	-4,331	Closed	-$214K	–	162
2026 Q1	$214K	Sell	4,331 -1,072	-20%	-$55.9K	0.04%	136
2025 Q4	$296K	Sell	5,403 -492	-8%	-$26.2K	0.05%	126
2025 Q3	$318K	Buy	5,895 +1,582	+37%	+$83.8K	0.05%	136
2025 Q2	$226K	Sell	4,313 -1,856	-30%	-$91.9K	0.05%	129
2025 Q1	$307K	Sell	6,169 -350	-5%	-$17.6K	0.09%	94
2024 Q4	$315K	Buy	6,519 +254	+4%	+$12.3K	0.1%	88
2024 Q3	$284K	Buy	+6,265	New	+$273K	0.08%	98
2020 Q3	–	Sell	-65,998	Closed	-$1.53M	–	114
2020 Q2	$1.53M	Buy	+65,998	New	+$1.5M	0.55%	32
2018 Q2	–	Sell	-16,501	Closed	-$455K	–	81
2018 Q1	$455K	Sell	16,501 -1,647	-9%	-$47.4K	0.22%	51
2017 Q4	$507K	Sell	18,148 -278	-2%	-$7.48K	0.23%	48
2017 Q3	$476K	Sell	18,426 -1,493	-7%	-$37.3K	0.24%	42
2017 Q2	$491K	Buy	+19,919	New	+$473K	0.26%	48
2015 Q1	–	Sell	-10,774	Closed	-$234K	–	137
2014 Q4	$234K	Buy	+10,774	New	+$226K	0.09%	103
2014 Q2	–	Sell	-36,661	Closed	-$718K	–	140
2014 Q1	$718K	Buy	+36,661	New	+$700K	0.31%	72

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 Sense Advisors's XLF Position: Q2 2026 in Review

Financial Sense Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,331 shares — an estimated $214K sold.

Financial Sense Advisors first reported a position in XLF in Q1 2014 and held it in 14 quarters. The position peaked at $1.53M in Q2 2020. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Financial Sense Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Financial Sense Advisors sold 4,331 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $214K.
Financial Sense Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and held it in 14 quarters.
Financial Sense Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.53M in Q2 2020.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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