IA
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IMZ Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

IMZ Advisory’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 		$29.5M Buy
551,026
+8,187
+2% +$426K 9.35% 2
2026
Q1 		$26.8M Buy
542,839
+12,824
+2% +$668K 10.14% 2
2025
Q4 		$29M Buy
530,015
+2,138
+0.4% +$114K 10.63% 2
2025
Q3 		$28.4M Buy
527,877
+1,468
+0.3% +$77.8K 10.59% 2
2025
Q2 		$27.7M Buy
526,409
+28,557
+6% +$1.41M 11.07% 2
2025
Q1 		$24.8M Buy
497,852
+16,088
+3% +$807K 11.25% 2
2024
Q4 		$23.3M Buy
481,764
+6,180
+1% +$299K 10.62% 2
2024
Q3 		$21.7M Sell
475,584
-10,769
-2% -$470K 10.04% 2
2024
Q2 		$20M Buy
486,353
+42,962
+10% +$1.77M 9.98% 3
2024
Q1 		$18.7M Buy
443,391
+1,869
+0.4% +$73.8K 9.63% 3
2023
Q4 		$17.5M Buy
+441,522
New +$15.3M 9.43% 3

Other funds holding XLF

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
GI
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

IMZ Advisory's XLF Position: Q2 2026 in Review

IMZ Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q2 2026, buying an estimated $426K and bringing the position to 551,026 shares worth $29.5M. The position accounts for 9.35% of the portfolio, ranked #2.

IMZ Advisory first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. 444 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • IMZ Advisory held 551,026 shares of State Street Financial Select Sector SPDR ETF worth $29.5M as of Q2 2026.
  • IMZ Advisory bought 8,187 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $426K.
  • State Street Financial Select Sector SPDR ETF made up 9.35% of IMZ Advisory's portfolio in Q2 2026, its #2 holding.
  • IMZ Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.