First Command Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Command Advisory Services’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	$137K	Sell	2,550 -380	-13%	-$19.8K	﹤0.01%	249
2026 Q1	$145K	Hold	2,930	–	–	﹤0.01%	223
2025 Q4	$160K	Hold	2,930	–	–	﹤0.01%	197
2025 Q3	$158K	Hold	2,930	–	–	﹤0.01%	194
2025 Q2	$153K	Sell	2,930 -80	-3%	-$3.96K	﹤0.01%	192
2025 Q1	$150K	Sell	3,010 -1,489	-33%	-$74.7K	﹤0.01%	191
2024 Q4	$217K	Buy	4,499 +827	+23%	+$40K	﹤0.01%	159
2024 Q3	$166K	Hold	3,672	–	–	﹤0.01%	186
2024 Q2	$151K	Hold	3,672	–	–	﹤0.01%	174
2024 Q1	$155K	Buy	3,672 +98	+3%	+$3.87K	﹤0.01%	169
2023 Q4	$134K	Buy	3,574 +488	+16%	+$16.9K	﹤0.01%	171
2023 Q3	$102K	Buy	+3,086	New	+$106K	﹤0.01%	189
2022 Q3	–	Sell	-21	Closed	-$1K	–	170
2022 Q2	$1K	Buy	+21	New	+$726	﹤0.01%	64

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

First Command Advisory Services's XLF Position: Q2 2026 in Review

First Command Advisory Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, selling an estimated $19.8K and leaving 2,550 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

First Command Advisory Services first reported a position in XLF in Q2 2022 and has held it in 13 quarters since. The position peaked at $217K in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

First Command Advisory Services held 2,550 shares of State Street Financial Select Sector SPDR ETF worth $137K as of Q2 2026.
First Command Advisory Services sold 380 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $19.8K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #249 holding.
First Command Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 13 quarters since.
First Command Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $217K in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.