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

Investment Advisory 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 		$865K Sell
16,135
-422
-3% -$21.9K 0.19% 92
2026
Q1 		$817K Sell
16,557
-1,549
-9% -$80.7K 0.21% 89
2025
Q4 		$992K Sell
18,106
-84
-0.5% -$4.48K 0.26% 75
2025
Q3 		$980K Buy
18,190
+3
+0% +$159 0.27% 73
2025
Q2 		$952K Sell
18,187
-480
-3% -$23.8K 0.29% 68
2025
Q1 		$930K Buy
18,667
+792
+4% +$39.7K 0.31% 67
2024
Q4 		$864K Buy
17,875
+38
+0.2% +$1.84K 0.29% 68
2024
Q3 		$808K Sell
17,837
-386
-2% -$16.8K 0.28% 72
2024
Q2 		$749K Sell
18,223
-2,485
-12% -$102K 0.29% 67
2024
Q1 		$872K Buy
20,708
+5,454
+36% +$215K 0.36% 58
2023
Q4 		$574K Sell
15,254
-359
-2% -$12.4K 0.26% 74
2023
Q3 		$518K Buy
15,613
+2
+0% +$69 0.27% 73
2023
Q2 		$526K Sell
15,611
-247
-2% -$8.06K 0.27% 72
2023
Q1 		$510K Buy
15,858
+289
+2% +$10K 0.29% 72
2022
Q4 		$532K Buy
15,569
+7,149
+85% +$242K 0.33% 64
2022
Q3 		$256K Buy
+8,420
New +$278K 0.18% 97
2022
Q2 		– Sell
-5,709
Closed -$219K – 137
2022
Q1 		$219K Buy
5,709
+2
+0% +$78 0.13% 119
2021
Q4 		$232K Buy
+5,707
New +$224K 0.15% 109

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investment Advisory Group's XLF Position: Q2 2026 in Review

Investment Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.5% in Q2 2026, selling an estimated $21.9K and leaving 16,135 shares worth $865K. The position accounts for 0.19% of the portfolio, ranked #92.

Investment Advisory Group first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $992K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Investment Advisory Group held 16,135 shares of State Street Financial Select Sector SPDR ETF worth $865K as of Q2 2026.
  • Investment Advisory Group sold 422 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.9K.
  • State Street Financial Select Sector SPDR ETF made up 0.19% of Investment Advisory Group's portfolio in Q2 2026, its #92 holding.
  • Investment Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $992K 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 Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.