Holland Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Holland Advisory Services’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	$341K	Hold	6,370	–	–	0.38%	34
2026 Q1	$314K	Hold	6,370	–	–	0.42%	32
2025 Q4	$349K	Hold	6,370	–	–	0.47%	28
2025 Q3	$343K	Hold	6,370	–	–	0.47%	30
2025 Q2	$334K	Hold	6,370	–	–	0.49%	30
2025 Q1	$317K	Hold	6,370	–	–	0.48%	28
2024 Q4	$308K	Sell	6,370 -250	-4%	-$12.1K	0.4%	32
2024 Q3	$300K	Hold	6,620	–	–	0.39%	33
2024 Q2	$272K	Buy	6,620 +250	+4%	+$10.3K	0.34%	36
2024 Q1	$268K	Hold	6,370	–	–	0.29%	35
2023 Q4	$240K	Hold	6,370	–	–	0.27%	36
2023 Q3	$211K	Hold	6,370	–	–	0.27%	35
2023 Q2	$215K	Hold	6,370	–	–	0.27%	28
2023 Q1	$205K	Hold	6,370	–	–	0.24%	30
2022 Q4	$218K	Buy	+6,370	New	+$215K	0.26%	27
2022 Q3	–	Sell	-6,370	Closed	-$200K	–	32
2022 Q2	$200K	Hold	6,370	–	–	0.24%	29
2022 Q1	$244K	Hold	6,370	–	–	0.28%	31
2021 Q4	$249K	Buy	+6,370	New	+$250K	0.29%	32

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Holland Advisory Services's XLF Position: Q2 2026 in Review

Holland Advisory Services held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 6,370 shares worth $341K. The position accounts for 0.38% of the portfolio, ranked #34.

Holland Advisory Services first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $349K in Q4 2025. 476 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Holland Advisory Services held 6,370 shares of State Street Financial Select Sector SPDR ETF worth $341K as of Q2 2026.
Holland Advisory Services left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.38% of Holland Advisory Services's portfolio in Q2 2026, its #34 holding.
Holland Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Holland Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $349K in Q4 2025.
476 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.