JAG
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Journey Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Journey Advisory 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 		$1.72M Sell
32,168
-300
-0.9% -$15.6K 0.13% 132
2026
Q1 		$1.6M Buy
32,468
+1,000
+3% +$52.1K 0.14% 116
2025
Q4 		$1.72M Sell
31,468
-140
-0.4% -$7.46K 0.14% 122
2025
Q3 		$1.7M Hold
31,608
– – 0.13% 126
2025
Q2 		$1.66M Buy
31,608
+8,650
+38% +$428K 0.13% 137
2025
Q1 		$1.14M Buy
22,958
+199
+0.9% +$9.98K 0.09% 142
2024
Q4 		$936K Hold
22,759
– – 0.11% 116
2024
Q3 		$936K Hold
22,759
– – 0.11% 116
2024
Q2 		$936K Sell
22,759
-250
-1% -$10.3K 0.11% 116
2024
Q1 		$969K Hold
23,009
– – 0.12% 119
2023
Q4 		$865K Hold
23,009
– – 0.12% 117
2023
Q3 		$763K Sell
23,009
-664
-3% -$22.9K 0.11% 123
2023
Q2 		$798K Buy
23,673
+164
+0.7% +$5.35K 0.12% 121
2023
Q1 		$756K Sell
23,509
-2,985
-11% -$104K 0.12% 129
2022
Q4 		$906K Buy
26,494
+318
+1% +$10.8K 0.23% 96
2022
Q3 		$795K Buy
26,176
+7
+0% +$231 0.2% 100
2022
Q2 		$875K Buy
26,169
+6,049
+30% +$209K 0.2% 103
2022
Q1 		$771K Buy
20,120
+4
+0% +$156 0.2% 111
2021
Q4 		$786K Buy
20,116
+1,581
+9% +$62.1K 0.22% 99
2021
Q3 		$696K Buy
18,535
+8,505
+85% +$318K 0.23% 96
2021
Q2 		$368K Sell
10,030
-245
-2% -$8.96K 0.12% 147
2021
Q1 		$350K Sell
10,275
-95
-0.9% -$3.05K 0.12% 136
2020
Q4 		$306K Buy
+10,370
New +$277K 0.11% 137

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Journey Advisory Group's XLF Position: Q2 2026 in Review

Journey Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.92% in Q2 2026, selling an estimated $15.6K and leaving 32,168 shares worth $1.72M. The position accounts for 0.13% of the portfolio, ranked #132.

Journey Advisory Group first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. 1,420 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Journey Advisory Group held 32,168 shares of State Street Financial Select Sector SPDR ETF worth $1.72M as of Q2 2026.
  • Journey Advisory Group sold 300 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.13% of Journey Advisory Group's portfolio in Q2 2026, its #132 holding.
  • Journey Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,420 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.