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

First Trust 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	$6.57M	Sell	122,525 -1,079	-0.9%	-$56.1K	﹤0.01%	1418
2026 Q1	$6.1M	Sell	123,604 -21,011	-15%	-$1.09M	﹤0.01%	1333
2025 Q4	$7.92M	Buy	144,615 +25,752	+22%	+$1.37M	0.01%	1199
2025 Q3	$6.4M	Sell	118,863 -81,043	-41%	-$4.29M	﹤0.01%	1267
2025 Q2	$10.5M	Buy	199,906 +79,344	+66%	+$3.93M	0.01%	1069
2025 Q1	$6.01M	Buy	120,562 +6,955	+6%	+$349K	0.01%	1228
2024 Q4	$5.49M	Buy	+113,607	New	+$5.49M	﹤0.01%	1311

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 Trust Advisors's XLF Position: Q2 2026 in Review

First Trust Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.87% in Q2 2026, selling an estimated $56.1K and leaving 122,525 shares worth $6.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

First Trust Advisors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

First Trust Advisors held 122,525 shares of State Street Financial Select Sector SPDR ETF worth $6.57M as of Q2 2026.
First Trust Advisors sold 1,079 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $56.1K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1418 holding.
First Trust Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
First Trust Advisors's State Street Financial Select Sector SPDR ETF position peaked at $10.5M in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.