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

Milestone Investment 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	$718K	Hold	13,388	–	–	0.16%	59
2026 Q1	$661K	Hold	13,388	–	–	0.16%	58
2025 Q4	$733K	Buy	13,388 +3,888	+41%	+$207K	0.18%	53
2025 Q3	$512K	Hold	9,500	–	–	0.13%	60
2025 Q2	$498K	Hold	9,500	–	–	0.13%	61
2025 Q1	$473K	Hold	9,500	–	–	0.13%	60
2024 Q4	$459K	Sell	9,500 -201	-2%	-$9.72K	0.12%	60
2024 Q3	$440K	Hold	9,701	–	–	0.12%	62
2024 Q2	$399K	Sell	9,701 -1,647	-15%	-$67.8K	0.11%	61
2024 Q1	$478K	Hold	11,348	–	–	0.13%	54
2023 Q4	$427K	Hold	11,348	–	–	0.12%	57
2023 Q3	$376K	Hold	11,348	–	–	0.11%	72
2023 Q2	$383K	Sell	11,348 -754	-6%	-$24.6K	0.12%	54
2023 Q1	$389K	Sell	12,102 -193,745	-94%	-$6.73M	0.12%	70
2022 Q4	$7.04M	Buy	+205,847	New	+$6.96M	2.47%	13

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

Milestone Investment Advisors's XLF Position: Q2 2026 in Review

Milestone Investment Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 13,388 shares worth $718K. The position accounts for 0.16% of the portfolio, ranked #59.

Milestone Investment Advisors first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.04M in Q4 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Milestone Investment Advisors held 13,388 shares of State Street Financial Select Sector SPDR ETF worth $718K as of Q2 2026.
Milestone Investment Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.16% of Milestone Investment Advisors's portfolio in Q2 2026, its #59 holding.
Milestone Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $7.04M in Q4 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.