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

JNBA Financial 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	$5.42K	Hold	101	–	–	﹤0.01%	602
2026 Q1	$4.99K	Sell	101 -91	-47%	-$4.74K	﹤0.01%	599
2025 Q4	$10.5K	Hold	192	–	–	﹤0.01%	484
2025 Q3	$10.3K	Hold	192	–	–	﹤0.01%	473
2025 Q2	$10.1K	Buy	192 +67	+54%	+$3.32K	﹤0.01%	466
2025 Q1	$6.23K	Sell	125 -68	-35%	-$3.41K	﹤0.01%	516
2024 Q4	$9.33K	Hold	193	–	–	﹤0.01%	465
2024 Q3	$8.75K	Sell	193 -42	-18%	-$1.83K	﹤0.01%	470
2024 Q2	$9.66K	Buy	235 +11	+5%	+$453	﹤0.01%	459
2024 Q1	$9.44K	Hold	224	–	–	﹤0.01%	474
2023 Q4	$8.42K	Hold	224	–	–	﹤0.01%	492
2023 Q3	$7.43K	Sell	224 -76	-25%	-$2.62K	﹤0.01%	498
2023 Q2	$10.1K	Hold	300	–	–	﹤0.01%	467
2023 Q1	$9.64K	Hold	300	–	–	﹤0.01%	489
2022 Q4	$10.3K	Buy	300 +224	+295%	+$7.58K	﹤0.01%	449
2022 Q3	$2K	Sell	76 -378	-83%	-$12.5K	﹤0.01%	626
2022 Q2	$14K	Buy	454 +378	+497%	+$13.1K	﹤0.01%	453
2022 Q1	$3K	Hold	76	–	–	﹤0.01%	611
2021 Q4	$3K	Hold	76	–	–	﹤0.01%	719
2021 Q3	$3K	Hold	76	–	–	﹤0.01%	657
2021 Q2	$3K	Hold	76	–	–	﹤0.01%	608
2021 Q1	$3K	Buy	+76	New	+$2.44K	﹤0.01%	584
2020 Q3	–	Sell	-228	Closed	-$5K	–	596
2020 Q2	$5K	Hold	228	–	–	﹤0.01%	463
2020 Q1	$5K	Buy	+228	New	+$6.28K	﹤0.01%	456
2019 Q4	–	Sell	-85	Closed	-$2K	–	638
2019 Q3	$2K	Buy	+85	New	+$2.35K	﹤0.01%	560
2016 Q4	–	Sell	-10,051	Closed	-$194K	–	1371
2016 Q3	$194K	Buy	+10,051	New	+$207K	0.03%	223
2013 Q4	–	Sell	-854	Closed	-$15K	–	451
2013 Q3	$15K	Buy	+854	New	+$15.1K	0.01%	272

Other funds holding XLF

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JNBA Financial Advisors's XLF Position: Q2 2026 in Review

JNBA Financial Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 101 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

JNBA Financial Advisors first reported a position in XLF in Q3 2013 and has held it in 27 quarters since. The position peaked at $194K in Q3 2016. 705 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

JNBA Financial Advisors held 101 shares of State Street Financial Select Sector SPDR ETF worth $5.42K as of Q2 2026.
JNBA Financial Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #602 holding.
JNBA Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 27 quarters since.
JNBA Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $194K in Q3 2016.
705 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.