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

Investment Advisory Services’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	$360K	Buy	6,712 +9	+0.1%	+$468	0.1%	92
2026 Q1	$331K	Buy	6,703 +132	+2%	+$6.88K	0.11%	91
2025 Q4	$360K	Sell	6,571 -451	-6%	-$24K	0.11%	87
2025 Q3	$378K	Buy	7,022 +8	+0.1%	+$424	0.12%	87
2025 Q2	$367K	Sell	7,014 -227	-3%	-$11.2K	0.12%	89
2025 Q1	$361K	Sell	7,241 -139	-2%	-$6.97K	0.13%	84
2024 Q4	$357K	Buy	7,380 +10	+0.1%	+$484	0.13%	87
2024 Q3	$334K	Sell	7,370 -200	-3%	-$8.73K	0.12%	92
2024 Q2	$311K	Sell	7,570 -477	-6%	-$19.6K	0.11%	95
2024 Q1	$339K	Buy	8,047 +8	+0.1%	+$316	0.12%	92
2023 Q4	$302K	Sell	8,039 -50	-0.6%	-$1.73K	0.12%	94
2023 Q3	$268K	Sell	8,089 -638	-7%	-$22K	0.12%	95
2023 Q2	$294K	Sell	8,727 -550	-6%	-$17.9K	0.12%	93
2023 Q1	$298K	Buy	9,277 +12	+0.1%	+$417	0.15%	88
2022 Q4	$317K	Sell	9,265 -1,274	-12%	-$43.1K	0.16%	86
2022 Q3	$320K	Buy	10,539 +524	+5%	+$17.3K	0.19%	81
2022 Q2	$315K	Buy	10,015 +12	+0.1%	+$415	0.18%	82
2022 Q1	$383K	Buy	10,003 +9	+0.1%	+$352	0.21%	81
2021 Q4	$390K	Buy	9,994 +418	+4%	+$16.4K	0.21%	79
2021 Q3	$359K	Buy	9,576 +10	+0.1%	+$374	0.22%	78
2021 Q2	$351K	Buy	+9,566	New	+$350K	0.22%	78
2020 Q4	$281K	Sell	9,547 -69	-0.7%	-$1.85K	0.2%	78
2020 Q3	$231K	Buy	9,616 +13	+0.1%	+$316	0.18%	75
2020 Q2	$222K	Buy	9,603 +14	+0.1%	+$318	0.19%	72
2020 Q1	$200K	Sell	9,589 -6,424	-40%	-$177K	0.21%	63
2019 Q4	$493K	Buy	+16,013	New	+$470K	0.44%	48

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Investment Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.13% in Q2 2026, buying an estimated $468 and bringing the position to 6,712 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #92.

Investment Advisory Services first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $493K in Q4 2019. 641 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Investment Advisory Services held 6,712 shares of State Street Financial Select Sector SPDR ETF worth $360K as of Q2 2026.
Investment Advisory Services bought 9 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $468.
State Street Financial Select Sector SPDR ETF made up 0.1% of Investment Advisory Services's portfolio in Q2 2026, its #92 holding.
Investment Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Investment Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $493K in Q4 2019.
641 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.