KMG Fiduciary Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

KMG Fiduciary Partners’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	$711K	Sell	13,262 -400	-3%	-$20.8K	0.07%	140
2026 Q1	$674K	Buy	13,662 +1	+0%	+$52	0.05%	186
2025 Q4	$748K	Buy	13,661 +191	+1%	+$10.2K	0.05%	179
2025 Q3	$726K	Hold	13,470	–	–	0.05%	210
2025 Q2	$705K	Sell	13,470 -169	-1%	-$8.36K	0.05%	207
2025 Q1	$679K	Buy	13,639 +561	+4%	+$28.1K	0.06%	203
2024 Q4	$632K	Sell	13,078 -220	-2%	-$10.6K	0.05%	204
2024 Q3	$603K	Sell	13,298 -666	-5%	-$29.1K	0.05%	200
2024 Q2	$574K	Buy	13,964 +146	+1%	+$6.01K	0.06%	179
2024 Q1	$582K	Sell	13,818 -676	-5%	-$26.7K	0.06%	169
2023 Q4	$545K	Sell	14,494 -201	-1%	-$6.96K	0.06%	174
2023 Q3	$487K	Sell	14,695 -715	-5%	-$24.6K	0.06%	170
2023 Q2	$519K	Sell	15,410 -1,080	-7%	-$35.2K	0.07%	170
2023 Q1	$530K	Sell	16,490 -3,392	-17%	-$118K	0.08%	170
2022 Q4	$680K	Sell	19,882 -923	-4%	-$31.2K	0.11%	143
2022 Q3	$632K	Sell	20,805 -2,625	-11%	-$86.8K	0.12%	130
2022 Q2	$737K	Sell	23,430 -414	-2%	-$14.3K	0.14%	123
2022 Q1	$914K	Sell	23,844 -188	-0.8%	-$7.35K	0.15%	115
2021 Q4	$938K	Sell	24,032 -980	-4%	-$38.5K	0.15%	109
2021 Q3	$939K	Buy	25,012 +1,402	+6%	+$52.5K	0.16%	103
2021 Q2	$866K	Buy	23,610 +3,728	+19%	+$136K	0.15%	104
2021 Q1	$677K	Buy	19,882 +3,614	+22%	+$116K	0.13%	115
2020 Q4	$475K	Buy	16,268 +1,381	+9%	+$36.9K	0.1%	123
2020 Q3	$358K	Buy	14,887 +463	+3%	+$11.3K	0.09%	121
2020 Q2	$334K	Sell	14,424 -432	-3%	-$9.81K	0.09%	110
2020 Q1	$309K	Sell	14,856 -551	-4%	-$15.2K	0.1%	107
2019 Q4	$474K	Sell	15,407 -1,385	-8%	-$40.6K	0.14%	86
2019 Q3	$470K	Sell	16,792 -26,764	-61%	-$739K	0.16%	80
2019 Q2	$1.2M	Buy	43,556 +2,227	+5%	+$60.3K	0.43%	45
2019 Q1	$1.06M	Buy	41,329 +4,955	+14%	+$128K	0.4%	49
2018 Q4	$866K	Buy	+36,374	New	+$945K	0.39%	50

Other funds holding XLF

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

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

KMG Fiduciary Partners's XLF Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q2 2026, selling an estimated $20.8K and leaving 13,262 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #140.

KMG Fiduciary Partners first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.2M in Q2 2019. 315 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

KMG Fiduciary Partners held 13,262 shares of State Street Financial Select Sector SPDR ETF worth $711K as of Q2 2026.
KMG Fiduciary Partners sold 400 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.8K.
State Street Financial Select Sector SPDR ETF made up 0.07% of KMG Fiduciary Partners's portfolio in Q2 2026, its #140 holding.
KMG Fiduciary Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
KMG Fiduciary Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.2M in Q2 2019.
315 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.