Kestra Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kestra Investment Management’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	$456K	Buy	+8,504	New	+$442K	0.01%	330
2025 Q4	–	Sell	-4,071	Closed	-$219K	–	473
2025 Q3	$219K	Buy	+4,071	New	+$216K	0.01%	405
2025 Q1	–	Sell	-499	Closed	-$24.1K	–	1429
2024 Q4	$24.1K	Buy	+499	New	+$24.1K	﹤0.01%	680

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

Kestra Investment Management's XLF Position: Q2 2026 in Review

Kestra Investment Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 8,504 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in XLF as recently as Q3 2025.

Kestra Investment Management first reported a position in XLF in Q4 2024 and has held it in 3 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kestra Investment Management held 8,504 shares of State Street Financial Select Sector SPDR ETF worth $456K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Kestra Investment Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #330 holding.
Kestra Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.