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

Kovack 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	$6.53M	Sell	120,299 -7,806	-6%	-$406K	0.31%	61
2026 Q1	$6.33M	Sell	128,105 -2,634	-2%	-$137K	0.34%	57
2025 Q4	$7.16M	Buy	130,739 +63,361	+94%	+$3.38M	0.33%	65
2025 Q3	$3.63M	Buy	67,378 +2,209	+3%	+$117K	0.34%	55
2025 Q2	$3.41M	Sell	65,169 -7,389	-10%	-$366K	0.33%	64
2025 Q1	$3.61M	Sell	72,558 -1,281	-2%	-$64.3K	0.38%	56
2024 Q4	$3.57M	Buy	73,839 +8,404	+13%	+$406K	0.35%	54
2024 Q3	$2.97M	Buy	65,435 +1,585	+2%	+$69.2K	0.31%	62
2024 Q2	$2.62M	Buy	+63,850	New	+$2.63M	0.29%	72
2024 Q1	–	Sell	-52,408	Closed	-$1.97M	–	609
2023 Q4	$1.97M	Buy	52,408 +6,960	+15%	+$241K	0.23%	96
2023 Q3	$1.51M	Sell	45,448 -9,748	-18%	-$336K	0.21%	105
2023 Q2	$1.86M	Sell	55,196 -1,226	-2%	-$40K	0.24%	86
2023 Q1	$1.81M	Sell	56,422 -2,586	-4%	-$89.9K	0.25%	89
2022 Q4	$2.02M	Buy	59,008 +4,918	+9%	+$166K	0.3%	69
2022 Q3	$1.64M	Sell	54,090 -3,570	-6%	-$118K	0.24%	86
2022 Q2	$1.81M	Sell	57,660 -6,823	-11%	-$236K	0.24%	92
2022 Q1	$2.47M	Buy	64,483 +11,298	+21%	+$442K	0.25%	85
2021 Q4	$2.08M	Buy	53,185 +8,360	+19%	+$329K	0.2%	116
2021 Q3	$1.68M	Buy	44,825 +1,867	+4%	+$69.9K	0.18%	136
2021 Q2	$1.58M	Buy	42,958 +1,729	+4%	+$63.2K	0.18%	139
2021 Q1	$1.4M	Buy	41,229 +12,374	+43%	+$397K	0.18%	145
2020 Q4	$851K	Sell	28,855 -10,061	-26%	-$269K	0.12%	189
2020 Q3	$937K	Buy	38,916 +2,318	+6%	+$56.4K	0.17%	146
2020 Q2	$847K	Sell	36,598 -1,292	-3%	-$29.3K	0.16%	144
2020 Q1	$789K	Buy	37,890 +1,552	+4%	+$42.7K	0.18%	130
2019 Q4	$1.12M	Buy	36,338 +1,281	+4%	+$37.6K	0.2%	123
2019 Q3	$982K	Buy	35,057 +135	+0.4%	+$3.73K	0.2%	130
2019 Q2	$964K	Sell	34,922 -7,278	-17%	-$197K	0.22%	115
2019 Q1	$1.08M	Buy	42,200 +248	+0.6%	+$6.4K	0.27%	92
2018 Q4	$999K	Buy	41,952 +1,338	+3%	+$34.8K	0.29%	84
2018 Q3	$1.12M	Buy	40,614 +1,401	+4%	+$39.2K	0.29%	88
2018 Q2	$1.04M	Sell	39,213 -10,141	-21%	-$280K	0.29%	85
2018 Q1	$1.36M	Buy	49,354 +7,355	+18%	+$212K	0.34%	63
2017 Q4	$1.17M	Buy	41,999 +2,302	+6%	+$61.9K	0.3%	75
2017 Q3	$1.03M	Buy	39,697 +4,375	+12%	+$109K	0.34%	66
2017 Q2	$871K	Buy	35,322 +3,683	+12%	+$87.4K	0.27%	80
2017 Q1	$751K	Buy	31,639 +10,969	+53%	+$263K	0.29%	86
2016 Q4	$481K	Buy	20,670 +9,734	+89%	+$209K	0.23%	107
2016 Q3	$211K	Sell	10,936 -3,551	-25%	-$73.2K	0.1%	223
2016 Q2	$291K	Sell	14,487 -3,187	-18%	-$64.5K	0.15%	164
2016 Q1	$349K	Sell	17,674 -1,891	-10%	-$36K	0.22%	119
2015 Q4	$409K	Buy	19,565 +4,589	+31%	+$96.7K	0.27%	105
2015 Q3	$298K	Buy	14,976 +2,354	+19%	+$49.9K	0.21%	131
2015 Q2	$270K	Sell	12,622 -692	-5%	-$14.9K	0.19%	145
2015 Q1	$282K	Sell	13,314 -2,608	-16%	-$55.2K	0.24%	116
2014 Q4	$346K	Buy	15,922 +4,010	+34%	+$84K	0.36%	73
2014 Q3	$242K	Buy	11,912 +194	+2%	+$3.92K	0.36%	74
2014 Q2	$234K	Sell	11,718 -4,349	-27%	-$84.7K	0.34%	70
2014 Q1	$297K	Buy	16,067 +3,113	+24%	+$59.4K	1.02%	34
2013 Q4	$249K	Buy	12,954 +11	+0.1%	+$202	1.35%	28
2013 Q3	$226K	Buy	+12,943	New	+$230K	1.16%	31

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Kovack Advisors's XLF Position: Q2 2026 in Review

Kovack Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.1% in Q2 2026, selling an estimated $406K and leaving 120,299 shares worth $6.53M. The position accounts for 0.31% of the portfolio, ranked #61.

Kovack Advisors first reported a position in XLF in Q3 2013 and has held it in 51 quarters since. The position peaked at $7.16M in Q4 2025. 830 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kovack Advisors held 120,299 shares of State Street Financial Select Sector SPDR ETF worth $6.53M as of Q2 2026.
Kovack Advisors sold 7,806 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $406K.
State Street Financial Select Sector SPDR ETF made up 0.31% of Kovack Advisors's portfolio in Q2 2026, its #61 holding.
Kovack Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 51 quarters since.
Kovack Advisors's State Street Financial Select Sector SPDR ETF position peaked at $7.16M in Q4 2025.
830 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.