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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Buy
+4,658
New +$242K 0.02% 299
2023
Q2
Sell
-315
Closed -$10.1K 326
2023
Q1
$10.1K Sell
315
-250
-44% -$8.69K ﹤0.01% 241
2022
Q4
$19.3K Buy
+565
New +$19.1K 0.01% 223
2018
Q3
Sell
-60
Closed -$2K 473
2018
Q2
$2K Buy
+60
New +$1.66K ﹤0.01% 405
2015
Q3
Sell
-5,696
Closed -$122K 174
2015
Q2
$122K Buy
+5,696
New +$123K 0.06% 172
2013
Q3
Sell
-75,400
Closed -$1.29M 176
2013
Q2
$1.29M Buy
+75,400
New +$1.26M 0.7% 40

Other funds holding XLF

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

IMA Advisory Services opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,658 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in XLF as recently as Q1 2023.

IMA Advisory Services first reported a position in XLF in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2013. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • IMA Advisory Services held 4,658 shares of State Street Financial Select Sector SPDR ETF worth $250K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new IMA Advisory Services position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #299 holding.
  • IMA Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 6 quarters since.
  • IMA Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $1.29M in Q2 2013.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.