N.E.W. Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

N.E.W. Advisory Services's XLF Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.3% in Q2 2026, buying an estimated $83.2K and bringing the position to 20,798 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #96.

N.E.W. Advisory Services first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.29M in Q4 2021. 1,380 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

• N.E.W. Advisory Services held 20,798 shares of State Street Financial Select Sector SPDR ETF worth $1.11M as of Q2 2026.
• N.E.W. Advisory Services bought 1,601 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $83.2K.
• State Street Financial Select Sector SPDR ETF made up 0.07% of N.E.W. Advisory Services's portfolio in Q2 2026, its #96 holding.
• N.E.W. Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
• N.E.W. Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $1.29M in Q4 2021.
• 1,380 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.