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

Kingswood 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	$8.89M	Sell	165,841 -42,220	-20%	-$2.19M	0.36%	51
2026 Q1	$10.3M	Buy	208,061 +23,742	+13%	+$1.24M	0.49%	38
2025 Q4	$10.1M	Buy	184,319 +3,253	+2%	+$173K	0.49%	35
2025 Q3	$9.75M	Buy	181,066 +100,728	+125%	+$5.34M	0.59%	27
2025 Q2	$4.21M	Buy	80,338 +1,813	+2%	+$89.7K	0.33%	64
2025 Q1	$3.91M	Sell	78,525 -4,952	-6%	-$248K	0.36%	60
2024 Q4	$4.03M	Sell	83,477 -9,031	-10%	-$437K	0.3%	63
2024 Q3	$4.19M	Buy	92,508 +73,084	+376%	+$3.19M	0.3%	75
2024 Q2	$799K	Buy	19,424 +1,228	+7%	+$50.5K	0.07%	281
2024 Q1	$766K	Sell	18,196 -6,305	-26%	-$249K	0.09%	252
2023 Q4	$921K	Buy	24,501 +12,929	+112%	+$448K	0.1%	208
2023 Q3	$384K	Buy	+11,572	New	+$399K	0.07%	292

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

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

Kingswood Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q2 2026, selling an estimated $2.19M and leaving 165,841 shares worth $8.89M. The position accounts for 0.36% of the portfolio, ranked #51.

Kingswood Wealth Advisors first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.3M in Q1 2026. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kingswood Wealth Advisors held 165,841 shares of State Street Financial Select Sector SPDR ETF worth $8.89M as of Q2 2026.
Kingswood Wealth Advisors sold 42,220 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.19M.
State Street Financial Select Sector SPDR ETF made up 0.36% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Kingswood Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $10.3M in Q1 2026.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.