Level Four Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Level Four Advisory Services’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	$5.11M	Sell	95,375 -201	-0.2%	-$10.4K	0.14%	176
2026 Q1	$4.72M	Sell	95,576 -1,801	-2%	-$93.8K	0.15%	178
2025 Q4	$5.33M	Buy	97,377 +7,093	+8%	+$378K	0.17%	157
2025 Q3	$4.86M	Sell	90,284 -22,714	-20%	-$1.2M	0.17%	170
2025 Q2	$5.92M	Sell	112,998 -8,151	-7%	-$403K	0.22%	128
2025 Q1	$6.03M	Sell	121,149 -22,138	-15%	-$1.11M	0.25%	113
2024 Q4	$6.93M	Sell	143,287 -488	-0.3%	-$23.6K	0.28%	92
2024 Q3	$6.68M	Buy	143,775 +15,657	+12%	+$683K	0.28%	92
2024 Q2	$5.27M	Buy	128,118 +37,087	+41%	+$1.53M	0.24%	114
2024 Q1	$3.42M	Hold	91,031	–	–	0.19%	137
2023 Q4	$3.42M	Sell	91,031 -11,695	-11%	-$405K	0.19%	135
2023 Q3	$3.41M	Sell	102,726 -59,476	-37%	-$2.05M	0.22%	124
2023 Q2	$5.47M	Sell	162,202 -9,477	-6%	-$309K	0.33%	67
2023 Q1	$5.52M	Buy	171,679 +1,486	+0.9%	+$51.6K	0.36%	53
2022 Q4	$5.82M	Buy	170,193 +21,347	+14%	+$722K	0.43%	54
2022 Q3	$4.52M	Sell	148,846 -4,165	-3%	-$138K	0.44%	49
2022 Q2	$4.81M	Sell	153,011 -6,696	-4%	-$231K	0.45%	49
2022 Q1	$6.12M	Sell	159,707 -14,942	-9%	-$584K	0.48%	41
2021 Q4	$6.82M	Buy	174,649 +23,610	+16%	+$928K	0.52%	37
2021 Q3	$5.67M	Sell	151,039 -88,644	-37%	-$3.32M	0.59%	35
2021 Q2	$8.79M	Buy	239,683 +4,271	+2%	+$156K	0.61%	32
2021 Q1	$8.02M	Sell	235,412 -11,067	-4%	-$355K	0.62%	28
2020 Q4	$7.27M	Sell	246,479 -102,398	-29%	-$2.74M	0.58%	32
2020 Q3	$8.4M	Buy	348,877 +1,388	+0.4%	+$33.8K	0.65%	25
2020 Q2	$8.05M	Buy	347,489 +294,396	+554%	+$6.69M	0.62%	26
2020 Q1	$1.07M	Buy	53,093 +3,921	+8%	+$108K	0.13%	193
2019 Q4	$2.04M	Buy	49,172 +11,271	+30%	+$331K	0.08%	215
2019 Q3	$1.06M	Sell	37,901 -9,808	-21%	-$271K	0.11%	195
2019 Q2	$1.32M	Sell	47,709 -45,788	-49%	-$1.24M	0.13%	159
2019 Q1	$2.4M	Sell	93,497 -9,700	-9%	-$250K	0.26%	83
2018 Q4	$2.46M	Sell	103,197 -13,548	-12%	-$352K	0.31%	80
2018 Q3	$3.22M	Sell	116,745 -284,837	-71%	-$7.97M	0.35%	71
2018 Q2	$10.7M	Buy	401,582 +17,893	+5%	+$493K	0.78%	21
2018 Q1	$10.6M	Buy	383,689 +19,771	+5%	+$569K	0.82%	21
2017 Q4	$10.2M	Sell	363,918 -12,031	-3%	-$324K	0.79%	20
2017 Q3	$9.72M	Buy	375,949 +53,633	+17%	+$1.34M	0.86%	18
2017 Q2	$7.57M	Hold	322,316	–	–	1.16%	10
2017 Q1	$7.57M	Buy	322,316 +278,647	+638%	+$6.67M	0.77%	23
2016 Q4	$1.01M	Buy	+43,669	New	+$937K	0.13%	169

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

Level Four Advisory Services's XLF Position: Q2 2026 in Review

Level Four Advisory Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.21% in Q2 2026, selling an estimated $10.4K and leaving 95,375 shares worth $5.11M. The position accounts for 0.14% of the portfolio, ranked #176.

Level Four Advisory Services first reported a position in XLF in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.7M in Q2 2018. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Level Four Advisory Services held 95,375 shares of State Street Financial Select Sector SPDR ETF worth $5.11M as of Q2 2026.
Level Four Advisory Services sold 201 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Level Four Advisory Services's portfolio in Q2 2026, its #176 holding.
Level Four Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $10.7M in Q2 2018.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.