Lynx Investment Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lynx Investment Advisory’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	$956K	Sell	17,831 -165	-0.9%	-$8.58K	0.31%	83
2026 Q1	$888K	Sell	17,996 -1,891	-10%	-$98.5K	0.42%	54
2025 Q4	$1.09M	Sell	19,887 -1,067	-5%	-$56.9K	0.59%	36
2025 Q3	$1.13M	Sell	20,954 -2,367	-10%	-$125K	0.68%	34
2025 Q2	$1.22M	Sell	23,321 -42,935	-65%	-$2.12M	0.8%	30
2025 Q1	$3.3M	Buy	66,256 +44,458	+204%	+$2.23M	2.2%	11
2024 Q4	$1.05M	Sell	21,798 -114	-0.5%	-$5.51K	0.72%	29
2024 Q3	$993K	Buy	21,912 +1,021	+5%	+$44.6K	0.72%	32
2024 Q2	$859K	Buy	+20,891	New	+$860K	0.64%	33

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Lynx Investment Advisory's XLF Position: Q2 2026 in Review

Lynx Investment Advisory reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.92% in Q2 2026, selling an estimated $8.58K and leaving 17,831 shares worth $956K. The position accounts for 0.31% of the portfolio, ranked #83.

Lynx Investment Advisory first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.3M in Q1 2025. 737 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Lynx Investment Advisory held 17,831 shares of State Street Financial Select Sector SPDR ETF worth $956K as of Q2 2026.
Lynx Investment Advisory sold 165 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.58K.
State Street Financial Select Sector SPDR ETF made up 0.31% of Lynx Investment Advisory's portfolio in Q2 2026, its #83 holding.
Lynx Investment Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's State Street Financial Select Sector SPDR ETF position peaked at $3.3M in Q1 2025.
737 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.