Founders Financial Alliance’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Founders Financial Alliance’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	$2.03M	Sell	37,952 -570	-1%	-$29.6K	0.27%	88
2026 Q1	$1.9M	Sell	38,522 -208	-0.5%	-$10.8K	0.34%	68
2025 Q4	$2.12M	Buy	38,730 +446	+1%	+$23.8K	0.4%	52
2025 Q3	$2.06M	Sell	38,284 -4,773	-11%	-$253K	0.39%	57
2025 Q2	$2.25M	Buy	43,057 +686	+2%	+$34K	0.51%	46
2025 Q1	$2.11M	Buy	42,371 +19,754	+87%	+$991K	0.51%	44
2024 Q4	$1.09M	Sell	22,617 -1,277	-5%	-$61.7K	0.3%	74
2024 Q3	$1.08M	Sell	23,894 -1,557	-6%	-$67.9K	0.3%	79
2024 Q2	$1.05M	Sell	25,451 -320	-1%	-$13.2K	0.31%	79
2024 Q1	$1.09M	Sell	25,771 -1,129	-4%	-$44.6K	0.33%	75
2023 Q4	$1.01M	Sell	26,900 -3,216	-11%	-$111K	0.39%	58
2023 Q3	$999K	Sell	30,116 -2,760	-8%	-$95.1K	0.44%	47
2023 Q2	$1.11M	Sell	32,876 -1,559	-5%	-$50.9K	0.44%	50
2023 Q1	$1.11M	Sell	34,435 -1,207	-3%	-$41.9K	0.56%	42
2022 Q4	$1.22M	Sell	35,642 -217	-0.6%	-$7.34K	0.56%	47
2022 Q3	$1.09M	Buy	35,859 +5,019	+16%	+$166K	0.55%	45
2022 Q2	$970K	Sell	30,840 -1,265	-4%	-$43.7K	0.49%	49
2022 Q1	$1.23M	Buy	32,105 +5,860	+22%	+$229K	0.55%	44
2021 Q4	$1.02M	Buy	26,245 +1,689	+7%	+$66.4K	0.41%	61
2021 Q3	$921K	Buy	24,556 +832	+4%	+$31.1K	0.43%	58
2021 Q2	$867K	Buy	23,724 +1,472	+7%	+$53.8K	0.39%	64
2021 Q1	$804K	Buy	22,252 +848	+4%	+$27.2K	0.4%	63
2020 Q4	$633K	Buy	21,404 +1,687	+9%	+$45.1K	0.36%	71
2020 Q3	$476K	Buy	+19,717	New	+$480K	0.28%	75

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

Founders Financial Alliance's XLF Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q2 2026, selling an estimated $29.6K and leaving 37,952 shares worth $2.03M. The position accounts for 0.27% of the portfolio, ranked #88.

Founders Financial Alliance first reported a position in XLF in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.25M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Founders Financial Alliance held 37,952 shares of State Street Financial Select Sector SPDR ETF worth $2.03M as of Q2 2026.
Founders Financial Alliance sold 570 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $29.6K.
State Street Financial Select Sector SPDR ETF made up 0.27% of Founders Financial Alliance's portfolio in Q2 2026, its #88 holding.
Founders Financial Alliance first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's State Street Financial Select Sector SPDR ETF position peaked at $2.25M 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.