INVST’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

INVST’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	$2.58M	Sell	48,157 -8,487	-15%	-$441K	0.25%	66
2026 Q1	$2.8M	Sell	56,644 -16,023	-22%	-$835K	0.32%	59
2025 Q4	$3.98M	Buy	72,667 +2,715	+4%	+$145K	0.43%	50
2025 Q3	$3.77M	Buy	69,952 +28,858	+70%	+$1.53M	0.43%	48
2025 Q2	$2.15M	Sell	41,094 -8,685	-17%	-$430K	0.27%	67
2025 Q1	$2.48M	Buy	49,779 +1,478	+3%	+$74.1K	0.34%	63
2024 Q4	$2.33M	Buy	48,301 +16,600	+52%	+$803K	0.28%	68
2024 Q3	$1.44M	Buy	31,701 +24,977	+371%	+$1.09M	0.17%	81
2024 Q2	$277K	Buy	+6,724	New	+$277K	0.03%	222

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

INVST's XLF Position: Q2 2026 in Review

INVST reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, selling an estimated $441K and leaving 48,157 shares worth $2.58M. The position accounts for 0.25% of the portfolio, ranked #66.

INVST first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.98M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

INVST held 48,157 shares of State Street Financial Select Sector SPDR ETF worth $2.58M as of Q2 2026.
INVST sold 8,487 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $441K.
State Street Financial Select Sector SPDR ETF made up 0.25% of INVST's portfolio in Q2 2026, its #66 holding.
INVST first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
INVST's State Street Financial Select Sector SPDR ETF position peaked at $3.98M in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.