Investor's Fiduciary Advisor Network’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-4,471	Closed	-$220K	–	285
2026 Q1	$220K	Hold	4,471	–	–	0.07%	253
2025 Q4	$244K	Hold	4,471	–	–	0.05%	250
2025 Q3	$240K	Buy	+4,471	New	+$237K	0.08%	216
2025 Q1	–	Sell	-4,665	Closed	-$225K	–	206
2024 Q4	$225K	Buy	+4,665	New	+$226K	0.09%	185

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

Investor's Fiduciary Advisor Network's XLF Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,471 shares — an estimated $220K sold.

Investor's Fiduciary Advisor Network first reported a position in XLF in Q4 2024 and held it in 4 quarters. The position peaked at $244K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 4,471 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $220K.
Investor's Fiduciary Advisor Network first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Investor's Fiduciary Advisor Network's State Street Financial Select Sector SPDR ETF position peaked at $244K 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 Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.