Kestra Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kestra Advisory Services’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 Q1	$24.6M	Buy	497,998 +98,884	+25%	+$5.15M	0.09%	226
2025 Q4	$21.9M	Sell	399,114 -35,137	-8%	-$1.87M	0.09%	228
2025 Q3	$23.4M	Buy	434,251 +26,891	+7%	+$1.42M	0.11%	189
2025 Q2	$21.3M	Buy	407,360 +2,711	+0.7%	+$134K	0.1%	185
2025 Q1	$20.2M	Sell	404,649 -22,717	-5%	-$1.14M	0.1%	174
2024 Q4	$20.7M	Sell	427,366 -10,325	-2%	-$499K	0.11%	171
2024 Q3	$19.8M	Sell	437,691 -41,410	-9%	-$1.81M	0.11%	195
2024 Q2	$19.7M	Buy	479,101 +24,071	+5%	+$991K	0.11%	196
2024 Q1	$19.2M	Buy	455,030 +41,200	+10%	+$1.63M	0.13%	155
2023 Q4	$15.6M	Buy	413,830 +1,449	+0.4%	+$50.2K	0.13%	169
2023 Q3	$13.7M	Sell	412,381 -21,583	-5%	-$744K	0.13%	168
2023 Q2	$14.6M	Sell	433,964 -24,631	-5%	-$804K	0.15%	152
2023 Q1	$14.7M	Sell	458,595 -106,628	-19%	-$3.71M	0.16%	141
2022 Q4	$19.3M	Sell	565,223 -147,782	-21%	-$5M	0.17%	135
2022 Q3	$21.6M	Buy	713,005 +131,708	+23%	+$4.35M	0.23%	93
2022 Q2	$18.3M	Buy	581,297 +59,453	+11%	+$2.05M	0.19%	119
2022 Q1	$20M	Buy	521,844 +164,227	+46%	+$6.42M	0.21%	103
2021 Q4	$14M	Buy	357,617 +8,164	+2%	+$321K	0.14%	164
2021 Q3	$13.1M	Buy	349,453 +38,824	+12%	+$1.45M	0.13%	177
2021 Q2	$11.4M	Buy	310,629 +43,513	+16%	+$1.59M	0.13%	177
2021 Q1	$9.1M	Sell	267,116 -4,757	-2%	-$153K	0.12%	201
2020 Q4	$7.92M	Buy	271,873 +51,826	+24%	+$1.39M	0.09%	244
2020 Q3	$5.28M	Buy	+220,047	New	+$5.35M	0.1%	235

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's XLF Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q1 2026, buying an estimated $5.15M and bringing the position to 497,998 shares worth $24.6M. The position accounts for 0.09% of the portfolio, ranked #226.

Kestra Advisory Services first reported a position in XLF in Q3 2020 and has held it in 23 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Kestra Advisory Services held 497,998 shares of State Street Financial Select Sector SPDR ETF worth $24.6M as of Q1 2026.
Kestra Advisory Services bought 98,884 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.15M.
State Street Financial Select Sector SPDR ETF made up 0.09% of Kestra Advisory Services's portfolio in Q1 2026, its #226 holding.
Kestra Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.