Independent Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Independent Financial Group’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	$7.12M	Sell	132,816 -31,165	-19%	-$1.62M	0.13%	148
2026 Q1	$8.1M	Sell	163,981 -13,639	-8%	-$711K	0.18%	117
2025 Q4	$9.73M	Sell	177,620 -28,413	-14%	-$1.51M	0.22%	87
2025 Q3	$11.1M	Buy	206,033 +26,289	+15%	+$1.39M	0.27%	68
2025 Q2	$9.41M	Buy	179,744 +15,320	+9%	+$758K	0.26%	65
2025 Q1	$8.19M	Buy	164,424 +6,172	+4%	+$310K	0.28%	63
2024 Q4	$7.65M	Buy	158,252 +39,798	+34%	+$1.92M	0.25%	66
2024 Q3	$5.37M	Buy	118,454 +8,504	+8%	+$371K	0.2%	95
2024 Q2	$4.52M	Buy	109,950 +15,988	+17%	+$658K	0.18%	108
2024 Q1	$3.96M	Buy	93,962 +21,519	+30%	+$849K	0.18%	119
2023 Q4	$2.72M	Sell	72,443 -18,180	-20%	-$629K	0.15%	158
2023 Q3	$3.01M	Sell	90,623 -5,792	-6%	-$200K	0.2%	110
2023 Q2	$3.25M	Sell	96,415 -29,760	-24%	-$971K	0.22%	95
2023 Q1	$4.06M	Buy	126,175 +3,764	+3%	+$131K	0.32%	63
2022 Q4	$4.19M	Buy	122,411 +4,806	+4%	+$163K	0.36%	46
2022 Q3	$3.57M	Sell	117,605 -10,831	-8%	-$358K	0.32%	52
2022 Q2	$4.04M	Sell	128,436 -6,220	-5%	-$215K	0.43%	36
2022 Q1	$5.16M	Buy	134,656 +31,661	+31%	+$1.24M	0.42%	35
2021 Q4	$4.02M	Buy	102,995 +50,391	+96%	+$1.98M	0.33%	47
2021 Q3	$1.97M	Buy	52,604 +7,347	+16%	+$275K	0.2%	108
2021 Q2	$1.66M	Buy	45,257 +5,317	+13%	+$195K	0.18%	127
2021 Q1	$1.36M	Buy	39,940 +9,564	+31%	+$307K	0.18%	144
2020 Q4	$895K	Buy	30,376 +200	+0.7%	+$5.35K	0.13%	181
2020 Q3	$726K	Sell	30,176 -11,934	-28%	-$290K	0.14%	169
2020 Q2	$974K	Buy	42,110 +9,672	+30%	+$220K	0.21%	118
2020 Q1	$675K	Buy	+32,438	New	+$893K	0.2%	129

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's XLF Position: Q2 2026 in Review

Independent Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q2 2026, selling an estimated $1.62M and leaving 132,816 shares worth $7.12M. The position accounts for 0.13% of the portfolio, ranked #148.

Independent Financial Group first reported a position in XLF in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.1M in Q3 2025. 1,818 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Independent Financial Group held 132,816 shares of State Street Financial Select Sector SPDR ETF worth $7.12M as of Q2 2026.
Independent Financial Group sold 31,165 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.62M.
State Street Financial Select Sector SPDR ETF made up 0.13% of Independent Financial Group's portfolio in Q2 2026, its #148 holding.
Independent Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $11.1M in Q3 2025.
1,818 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.