Highland Investment Advisors LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Highland Investment Advisors LLC’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	$93K	Buy	+1,734	New	+$90.1K	0.04%	121

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Highland Investment Advisors LLC's XLF Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 1,734 shares worth $93K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings.

1,601 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Highland Investment Advisors LLC held 1,734 shares of State Street Financial Select Sector SPDR ETF worth $93K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Highland Investment Advisors LLC position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #121 holding.
1,601 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.