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

Fortis Group 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	$7.7K	Sell	144 -46,903	-100%	-$2.44M	﹤0.01%	411
2026 Q1	$2.45M	Buy	47,047 +46,903	+32,572%	+$2.44M	0.41%	66
2025 Q4	$7.87K	Hold	144	–	–	﹤0.01%	399
2025 Q3	$7.74K	Sell	144 -85,261	-100%	-$4.52M	﹤0.01%	360
2025 Q2	$4.47M	Sell	85,405 -23,714	-22%	-$1.17M	0.81%	32
2025 Q1	$5.44M	Sell	109,119 -6,688	-6%	-$335K	1.06%	29
2024 Q4	$5.6M	Buy	115,807 +70,626	+156%	+$3.41M	1.04%	31
2024 Q3	$2.05M	Sell	45,181 -42,663	-49%	-$1.86M	0.38%	59
2024 Q2	$3.61M	Buy	87,844 +87,700	+60,903%	+$3.61M	0.72%	43
2024 Q1	$6.05K	Sell	144 -144	-50%	-$5.68K	﹤0.01%	357
2023 Q4	$10.8K	Buy	288 +144	+100%	+$4.99K	﹤0.01%	291
2023 Q3	$4.77K	Buy	+144	New	+$4.96K	﹤0.01%	294
2020 Q3	$3K	Buy	+143	New	+$3.48K	﹤0.01%	380

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

Fortis Group Advisors's XLF Position: Q2 2026 in Review

Fortis Group Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 100% in Q2 2026, selling an estimated $2.44M and leaving 144 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Fortis Group Advisors first reported a position in XLF in Q3 2020 and has held it in 13 quarters since. The position peaked at $5.6M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fortis Group Advisors held 144 shares of State Street Financial Select Sector SPDR ETF worth $7.7K as of Q2 2026.
Fortis Group Advisors sold 46,903 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.44M.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #411 holding.
Fortis Group Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's State Street Financial Select Sector SPDR ETF position peaked at $5.6M 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 Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.