JFS Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

JFS Wealth Advisors’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	$2.98M	Buy	55,509 +2,824	+5%	+$147K	0.15%	87
2026 Q1	$2.6M	Sell	52,685 -3,613	-6%	-$188K	0.15%	90
2025 Q4	$3.08M	Sell	56,298 -20,800	-27%	-$1.11M	0.17%	81
2025 Q3	$4.15M	Buy	77,098 +1,846	+2%	+$97.8K	0.24%	66
2025 Q2	$3.94M	Buy	75,252 +2,567	+4%	+$127K	0.25%	64
2025 Q1	$3.62M	Buy	72,685 +98	+0.1%	+$4.92K	0.25%	64
2024 Q4	$3.51M	Buy	72,587 +117	+0.2%	+$5.66K	0.24%	64
2024 Q3	$3.28M	Buy	72,470 +7,013	+11%	+$306K	0.22%	72
2024 Q2	$2.69M	Sell	65,457 -199	-0.3%	-$8.19K	0.21%	68
2024 Q1	$2.77M	Buy	65,656 +1,638	+3%	+$64.7K	0.22%	64
2023 Q4	$2.41M	Buy	64,018 +1,379	+2%	+$47.7K	0.2%	67
2023 Q3	$2.08M	Buy	62,639 +3,007	+5%	+$104K	0.2%	77
2023 Q2	$2.01M	Buy	59,632 +1,846	+3%	+$60.2K	0.18%	83
2023 Q1	$1.86M	Sell	57,786 -368	-0.6%	-$12.8K	0.18%	86
2022 Q4	$1.99M	Sell	58,154 -6,198	-10%	-$210K	0.19%	83
2022 Q3	$1.95M	Buy	64,352 +101	+0.2%	+$3.34K	0.21%	82
2022 Q2	$2.02M	Sell	64,251 -3,393	-5%	-$117K	0.21%	74
2022 Q1	$2.59M	Sell	67,644 -5,641	-8%	-$220K	0.24%	77
2021 Q4	$2.86M	Buy	73,285 +5,912	+9%	+$232K	0.27%	73
2021 Q3	$2.53M	Buy	67,373 +67,309	+105,170%	+$2.52M	0.26%	71
2021 Q2	$2K	Sell	64 -41	-39%	-$1.5K	﹤0.01%	562
2021 Q1	$4K	Buy	+105	New	+$3.37K	﹤0.01%	496
2020 Q4	–	Sell	-834	Closed	-$20K	–	637
2020 Q3	$20K	Buy	+834	New	+$20.3K	﹤0.01%	314
2016 Q2	–	Sell	-477	Closed	-$9K	–	627
2016 Q1	$9K	Hold	477	–	–	﹤0.01%	409
2015 Q4	$10K	Buy	+477	New	+$10K	﹤0.01%	397

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

JFS Wealth Advisors's XLF Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.4% in Q2 2026, buying an estimated $147K and bringing the position to 55,509 shares worth $2.98M. The position accounts for 0.15% of the portfolio, ranked #87.

JFS Wealth Advisors first reported a position in XLF in Q4 2015 and has held it in 25 quarters since. The position peaked at $4.15M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

JFS Wealth Advisors held 55,509 shares of State Street Financial Select Sector SPDR ETF worth $2.98M as of Q2 2026.
JFS Wealth Advisors bought 2,824 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $147K.
State Street Financial Select Sector SPDR ETF made up 0.15% of JFS Wealth Advisors's portfolio in Q2 2026, its #87 holding.
JFS Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 25 quarters since.
JFS Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.15M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.