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

Integral Investment 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	$512K	Sell	9,552 -150	-2%	-$7.8K	0.11%	107
2026 Q1	$479K	Hold	9,702	–	–	0.12%	109
2025 Q4	$531K	Buy	9,702 +510	+6%	+$27.2K	0.13%	102
2025 Q3	$495K	Sell	9,192 -214	-2%	-$11.3K	0.13%	97
2025 Q2	$493K	Buy	9,406 +157	+2%	+$7.77K	0.14%	97
2025 Q1	$461K	Buy	9,249 +686	+8%	+$34.4K	0.15%	100
2024 Q4	$414K	Buy	8,563 +229	+3%	+$11.1K	0.13%	106
2024 Q3	$378K	Sell	8,334 -502	-6%	-$21.9K	0.13%	115
2024 Q2	$362K	Sell	8,836 -90	-1%	-$3.7K	0.13%	111
2024 Q1	$374K	Buy	+8,926	New	+$352K	0.15%	105

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

Integral Investment Advisors's XLF Position: Q2 2026 in Review

Integral Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q2 2026, selling an estimated $7.8K and leaving 9,552 shares worth $512K. The position accounts for 0.11% of the portfolio, ranked #107.

Integral Investment Advisors first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $531K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Integral Investment Advisors held 9,552 shares of State Street Financial Select Sector SPDR ETF worth $512K as of Q2 2026.
Integral Investment Advisors sold 150 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.8K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Integral Investment Advisors's portfolio in Q2 2026, its #107 holding.
Integral Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Integral Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $531K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.