Larson Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Larson Financial Group’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 Q3	$1.5M	Sell	28,094 -57,055	-67%	-$3.23M	0.04%	301
2026 Q2	$4.56M	Buy	85,149 +16,997	+25%	+$883K	0.12%	145
2026 Q1	$3.36M	Buy	68,152 +11,084	+19%	+$578K	0.11%	164
2025 Q4	$3.13M	Buy	57,068 +37,826	+197%	+$2.02M	0.1%	171
2025 Q3	$1.04M	Sell	19,242 -1,368	-7%	-$72.5K	0.04%	302
2025 Q2	$1.08M	Sell	20,610 -3,435	-14%	-$170K	0.04%	282
2025 Q1	$1.2M	Sell	24,045 -32,007	-57%	-$1.61M	0.06%	244
2024 Q4	$2.71M	Buy	56,052 +13,265	+31%	+$641K	0.14%	134
2024 Q3	$1.94M	Buy	42,787 +37,179	+663%	+$1.62M	0.11%	165
2024 Q2	$231K	Buy	5,608 +3,596	+179%	+$148K	0.02%	423
2024 Q1	$84.8K	Sell	2,012 -2,181	-52%	-$86.1K	0.01%	578
2023 Q4	$158K	Buy	4,193 +3,500	+505%	+$121K	0.01%	404
2023 Q3	$23K	Sell	693 -221	-24%	-$7.62K	﹤0.01%	780
2023 Q2	$30.8K	Buy	914 +50	+6%	+$1.63K	﹤0.01%	640
2023 Q1	$27.8K	Hold	864	–	–	﹤0.01%	666
2022 Q4	$29.6K	Sell	864 -100	-10%	-$3.38K	﹤0.01%	617
2022 Q3	$29K	Sell	964 -220	-19%	-$7.27K	﹤0.01%	555
2022 Q2	$37K	Buy	1,184 +20	+2%	+$691	0.01%	436
2022 Q1	$45K	Buy	1,164 +222	+24%	+$8.68K	0.01%	398
2021 Q4	$37K	Buy	942 +300	+47%	+$11.8K	0.01%	439
2021 Q3	$24K	Hold	642	–	–	﹤0.01%	429
2021 Q2	$24K	Hold	642	–	–	0.01%	405
2021 Q1	$22K	Hold	642	–	–	0.01%	401
2020 Q4	$19K	Buy	642 +425	+196%	+$11.4K	0.01%	392
2020 Q3	$5K	Hold	217	–	–	﹤0.01%	533
2020 Q2	$5K	Hold	217	–	–	﹤0.01%	495
2020 Q1	$5K	Hold	217	–	–	﹤0.01%	378
2019 Q4	$7K	Sell	217 -561	-72%	-$16.5K	﹤0.01%	338
2019 Q3	$22K	Buy	778 +561	+259%	+$15.5K	0.01%	207
2019 Q2	$6K	Buy	217 +1	+0.5%	+$27	﹤0.01%	298
2019 Q1	$6K	Buy	216 +1	+0.5%	+$26	﹤0.01%	282
2018 Q4	$5K	Buy	+215	New	+$5.58K	﹤0.01%	283

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Larson Financial Group's XLF Position: Q3 2026 in Review

Larson Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 67% in Q3 2026, selling an estimated $3.23M and leaving 28,094 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #301.

Larson Financial Group first reported a position in XLF in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.56M in Q2 2026. 1,160 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Larson Financial Group held 28,094 shares of State Street Financial Select Sector SPDR ETF worth $1.5M as of Q3 2026.
Larson Financial Group sold 57,055 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.23M.
State Street Financial Select Sector SPDR ETF made up 0.04% of Larson Financial Group's portfolio in Q3 2026, its #301 holding.
Larson Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
Larson Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $4.56M in Q2 2026.
1,160 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.