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

Florida Financial 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	$857K	Buy	15,984 +4,553	+40%	+$237K	0.14%	153
2026 Q1	$564K	Sell	11,431 -11,203	-49%	-$584K	0.14%	154
2025 Q4	$1.24M	Buy	22,634 +249	+1%	+$13.3K	0.34%	80
2025 Q3	$1.21M	Sell	22,385 -3,389	-13%	-$180K	0.37%	78
2025 Q2	$1.35M	Buy	25,774 +2,943	+13%	+$146K	0.45%	49
2025 Q1	$1.14M	Sell	22,831 -238	-1%	-$11.9K	0.45%	48
2024 Q4	$1.11M	Buy	23,069 +925	+4%	+$44.7K	0.5%	39
2024 Q3	$1M	Buy	22,144 +1,202	+6%	+$52.5K	0.52%	39
2024 Q2	$861K	Buy	20,942 +3,649	+21%	+$150K	0.52%	39
2024 Q1	$728K	Buy	17,293 +8,214	+90%	+$324K	0.54%	38
2023 Q4	$341K	Buy	+9,079	New	+$314K	0.32%	59

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

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

Florida Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 40% in Q2 2026, buying an estimated $237K and bringing the position to 15,984 shares worth $857K. The position accounts for 0.14% of the portfolio, ranked #153.

Florida Financial Advisors first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Florida Financial Advisors held 15,984 shares of State Street Financial Select Sector SPDR ETF worth $857K as of Q2 2026.
Florida Financial Advisors bought 4,553 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $237K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Florida Financial Advisors's portfolio in Q2 2026, its #153 holding.
Florida Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.35M in Q2 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.