Ipsen Advisor Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ipsen Advisor 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	–	Sell	-29,431	Closed	-$1.45M	–	112
2026 Q1	$1.45M	Buy	29,431 +594	+2%	+$31K	1.02%	26
2025 Q4	$1.58M	Sell	28,837 -47	-0.2%	-$2.5K	1.12%	24
2025 Q3	$1.56M	Buy	28,884 +236	+0.8%	+$12.5K	1.12%	22
2025 Q2	$1.5M	Buy	28,648 +909	+3%	+$45K	1.14%	22
2025 Q1	$1.38M	Sell	27,739 -6	-0%	-$301	1.19%	21
2024 Q4	$1.34M	Buy	+27,745	New	+$1.34M	1.15%	23

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

Ipsen Advisor Group's XLF Position: Q2 2026 in Review

Ipsen Advisor Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 29,431 shares — an estimated $1.45M sold.

Ipsen Advisor Group first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $1.58M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ipsen Advisor Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Ipsen Advisor Group sold 29,431 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.45M.
Ipsen Advisor Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Ipsen Advisor Group's State Street Financial Select Sector SPDR ETF position peaked at $1.58M 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 Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.