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

IFP 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	$2.65M	Buy	49,363 +8,609	+21%	+$447K	0.05%	409
2026 Q1	$2.01M	Sell	40,754 -3,387	-8%	-$176K	0.04%	449
2025 Q4	$2.42M	Sell	44,141 -104,212	-70%	-$5.55M	0.05%	368
2025 Q3	$7.99M	Buy	148,353 +111,489	+302%	+$5.91M	0.21%	102
2025 Q2	$1.93M	Sell	36,864 -88,100	-71%	-$4.36M	0.05%	359
2025 Q1	$6.22M	Buy	124,964 +86,556	+225%	+$4.34M	0.19%	108
2024 Q4	$1.86M	Buy	38,408 +13,769	+56%	+$666K	0.06%	346
2024 Q3	$1.12M	Buy	24,639 +1,617	+7%	+$70.6K	0.04%	455
2024 Q2	$946K	Buy	23,022 +5,673	+33%	+$233K	0.04%	457
2024 Q1	$731K	Sell	17,349 -2,473	-12%	-$97.6K	0.03%	497
2023 Q4	$745K	Sell	19,822 -36,920	-65%	-$1.28M	0.04%	465
2023 Q3	$1.88M	Buy	56,742 +21,060	+59%	+$726K	0.08%	246
2023 Q2	$1.2M	Sell	35,682 -16,717	-32%	-$546K	0.05%	380
2023 Q1	$828K	Sell	52,399 -87,017	-62%	-$3.02M	0.04%	444
2022 Q4	$2.4M	Sell	139,416 -29,641	-18%	-$1M	0.06%	331
2022 Q3	$2.92M	Buy	169,057 +15,117	+10%	+$500K	0.08%	287
2022 Q2	$2.47M	Hold	153,940	–	–	0.08%	296
2022 Q1	$2.47M	Buy	153,940 +67,482	+78%	+$2.64M	0.08%	296
2021 Q4	$3.38M	Buy	86,458 +3,750	+5%	+$147K	0.07%	171
2021 Q3	$3.11M	Buy	82,708 +18,590	+29%	+$696K	0.06%	187
2021 Q2	$2.35M	Buy	64,118 +18,549	+41%	+$679K	0.05%	216
2021 Q1	$1.55M	Buy	45,569 +1,577	+4%	+$50.7K	0.03%	280
2020 Q4	$1.3M	Buy	43,992 +1,456	+3%	+$39K	0.05%	286
2020 Q3	$1.02M	Buy	42,536 +451	+1%	+$11K	0.06%	288
2020 Q2	$958K	Buy	42,085 +6,241	+17%	+$142K	0.08%	274
2020 Q1	$777K	Sell	35,844 -11,941	-25%	-$329K	0.08%	259
2019 Q4	$1.47M	Sell	47,785 -6,143	-11%	-$180K	0.11%	213
2019 Q3	$1.51M	Buy	+53,928	New	+$1.49M	0.1%	224
2019 Q1	$6.21M	Sell	241,513 -105,597	-30%	-$2.73M	0.85%	18
2018 Q4	$8.19M	Sell	347,110 -5,111	-1%	-$133K	0.5%	32
2018 Q3	$9.71M	Sell	352,221 -32,716	-8%	-$915K	0.4%	49
2018 Q2	$10.2M	Buy	384,937 +46,354	+14%	+$1.28M	0.43%	38
2018 Q1	$9.45M	Hold	338,583	–	–	0.43%	42
2017 Q4	$9.45M	Buy	338,583 +14,853	+5%	+$400K	0.43%	42
2017 Q3	$8.37M	Buy	323,730 +35,886	+12%	+$895K	0.33%	60
2017 Q2	$7.1M	Sell	287,844 -2,401	-0.8%	-$57K	0.3%	64
2017 Q1	$6.89M	Buy	290,245 +64,972	+29%	+$1.56M	0.3%	71
2016 Q4	$5.24M	Buy	225,273 +116,307	+107%	+$2.5M	0.25%	83
2016 Q3	$2.1M	Sell	108,966 -5,270	-5%	-$109K	0.11%	213
2016 Q2	$2.29M	Sell	114,236 -160,883	-58%	-$3.26M	0.13%	180
2016 Q1	$6.21M	Buy	275,119 +163,767	+147%	+$3.12M	0.85%	18
2015 Q4	$2.33M	Buy	+111,352	New	+$2.35M	0.16%	138

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

IFP Advisors's XLF Position: Q2 2026 in Review

IFP Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, buying an estimated $447K and bringing the position to 49,363 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #409.

IFP Advisors first reported a position in XLF in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.2M in Q2 2018. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

IFP Advisors held 49,363 shares of State Street Financial Select Sector SPDR ETF worth $2.65M as of Q2 2026.
IFP Advisors bought 8,609 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $447K.
State Street Financial Select Sector SPDR ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #409 holding.
IFP Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street Financial Select Sector SPDR ETF position peaked at $10.2M in Q2 2018.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.