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

FOCUS Wealth 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	-82,453	Closed	-$4.07M	–	69
2026 Q1	$4.07M	Sell	82,453 -4,033	-5%	-$210K	1.99%	17
2025 Q4	$4.74M	Buy	86,486 +6,777	+9%	+$361K	2.2%	14
2025 Q3	$4.29M	Buy	79,709 +2,105	+3%	+$112K	2.06%	17
2025 Q2	$4.06M	Buy	77,604 +585	+0.8%	+$29K	2.11%	15
2025 Q1	$3.84M	Buy	77,019 +2,107	+3%	+$106K	2.12%	16
2024 Q4	$3.62M	Buy	+74,912	New	+$3.62M	1.92%	17

Other funds holding XLF

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return