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

IFS 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 Q3	$127K	Buy	2,371 +2,311	+3,852%	+$131K	0.04%	145
2026 Q2	$3.22K	Hold	60	–	–	﹤0.01%	171
2026 Q1	$2.96K	Hold	60	–	–	﹤0.01%	167
2025 Q4	$3.29K	Hold	60	–	–	﹤0.01%	142
2025 Q3	$3.23K	Hold	60	–	–	﹤0.01%	136
2025 Q2	$3.14K	Hold	60	–	–	﹤0.01%	125
2025 Q1	$2.99K	Hold	60	–	–	﹤0.01%	146
2024 Q4	$2.9K	Hold	60	–	–	﹤0.01%	135
2024 Q3	$2.72K	Hold	60	–	–	﹤0.01%	113
2024 Q2	$2.47K	Hold	60	–	–	﹤0.01%	111
2024 Q1	$2.53K	Hold	60	–	–	﹤0.01%	109
2023 Q4	$2.26K	Hold	60	–	–	﹤0.01%	110
2023 Q3	$1.99K	Hold	60	–	–	﹤0.01%	107
2023 Q2	$2.02K	Hold	60	–	–	0.01%	105
2023 Q1	$1.93K	Hold	60	–	–	0.01%	83
2022 Q4	$2.05K	Hold	60	–	–	﹤0.01%	89
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	101
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	100
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	97
2021 Q4	$2K	Buy	+60	New	+$2.36K	﹤0.01%	104
2021 Q1	–	Sell	-60	Closed	-$1K	–	153
2020 Q4	$1K	Buy	+60	New	+$1.6K	﹤0.01%	161

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

IFS Advisors's XLF Position: Q3 2026 in Review

IFS Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3,852% in Q3 2026, buying an estimated $131K and bringing the position to 2,371 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #145.

IFS Advisors first reported a position in XLF in Q4 2020 and has held it in 21 quarters since. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

IFS Advisors held 2,371 shares of State Street Financial Select Sector SPDR ETF worth $127K as of Q3 2026.
IFS Advisors bought 2,311 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $131K.
State Street Financial Select Sector SPDR ETF made up 0.04% of IFS Advisors's portfolio in Q3 2026, its #145 holding.
IFS Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.