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

Financial Solutions Advisory 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 		$259K Hold
4,671
– – 0.03% 163
2026
Q1 		$231K Buy
+4,671
New +$243K 0.03% 162

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Financial Solutions Advisory Group's XLF Position: Q2 2026 in Review

Financial Solutions Advisory Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,671 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #163.

Financial Solutions Advisory Group first reported a position in XLF in Q1 2026 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Financial Solutions Advisory Group held 4,671 shares of State Street Financial Select Sector SPDR ETF worth $259K as of Q2 2026.
  • Financial Solutions Advisory Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #163 holding.
  • Financial Solutions Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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