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

Investment Research & 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	$77.9K	Buy	485 +2	+0.4%	+$104	0.02%	110
2026 Q1	$67.4K	Buy	483 +2	+0.4%	+$104	0.02%	111
2025 Q4	$74.6K	Buy	481 +2	+0.4%	+$107	0.02%	104
2025 Q3	$47.5K	Buy	479 +2	+0.4%	+$106	0.02%	119
2025 Q2	$25K	Buy	477 +1	+0.2%	+$49	0.01%	140
2025 Q1	$23.7K	Sell	476 -16	-3%	-$803	0.01%	138
2024 Q4	$23.8K	Hold	492	–	–	0.01%	128
2024 Q3	$22.3K	Buy	492 +16	+3%	+$698	0.01%	130
2024 Q2	$19.6K	Hold	476	–	–	0.01%	126
2024 Q1	$20K	Hold	476	–	–	0.01%	129
2023 Q4	$17.9K	Hold	476	–	–	0.01%	125
2023 Q3	$15.8K	Hold	476	–	–	0.01%	129
2023 Q2	$16K	Hold	476	–	–	0.01%	139
2023 Q1	$15.3K	Hold	476	–	–	0.01%	125
2022 Q4	$16.3K	Hold	476	–	–	0.01%	122
2022 Q3	$14K	Hold	476	–	–	0.01%	125
2022 Q2	$15K	Hold	476	–	–	0.01%	126
2022 Q1	$18K	Hold	476	–	–	0.01%	135
2021 Q4	$19K	Buy	+476	New	+$18.7K	0.01%	139

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

Investment Research & Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.41% in Q2 2026, buying an estimated $104 and bringing the position to 485 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #110.

Investment Research & Advisory Group first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Investment Research & Advisory Group held 485 shares of State Street Financial Select Sector SPDR ETF worth $77.9K as of Q2 2026.
Investment Research & Advisory Group bought 2 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $104.
State Street Financial Select Sector SPDR ETF made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #110 holding.
Investment Research & Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
817 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.