Narus Financial Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Narus Financial Partners’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	$3.4M	Sell	63,372 -2,423	-4%	-$126K	0.87%	18
2026 Q1	$3.25M	Buy	65,795 +833	+1%	+$43.4K	0.85%	14
2025 Q4	$3.56M	Sell	64,962 -2,537	-4%	-$135K	0.98%	12
2025 Q3	$3.64M	Sell	67,499 -271	-0.4%	-$14.4K	0.99%	11
2025 Q2	$3.55M	Buy	67,770 +89	+0.1%	+$4.41K	1.11%	10
2025 Q1	$3.37M	Buy	67,681 +10,958	+19%	+$550K	1.15%	13
2024 Q4	$2.74M	Buy	56,723 +13,708	+32%	+$663K	0.93%	20
2024 Q3	$1.95M	Buy	43,015 +4,582	+12%	+$200K	0.7%	27
2024 Q2	$1.58M	Sell	38,433 -140	-0.4%	-$5.76K	0.64%	34
2024 Q1	$1.62M	Buy	38,573 +2,290	+6%	+$90.4K	0.69%	29
2023 Q4	$1.36M	Buy	36,283 +13,180	+57%	+$456K	0.66%	29
2023 Q3	$766K	Buy	23,103 +2,328	+11%	+$80.2K	0.39%	47
2023 Q2	$700K	Buy	20,775 +405	+2%	+$13.2K	0.36%	51
2023 Q1	$655K	Buy	20,370 +1,460	+8%	+$50.7K	0.36%	53
2022 Q4	$647K	Buy	18,910 +325	+2%	+$11K	0.37%	48
2022 Q3	$564K	Sell	18,585 -1,629	-8%	-$53.8K	0.36%	48
2022 Q2	$636K	Sell	20,214 -3,823	-16%	-$132K	0.4%	47
2022 Q1	$921K	Buy	+24,037	New	+$940K	0.52%	36
2021 Q1	$463K	Buy	+13,601	New	+$437K	0.28%	52
2019 Q4	$502K	Buy	16,310 +2,504	+18%	+$73.5K	0.35%	33
2019 Q3	$387K	Sell	13,806 -492	-3%	-$13.6K	0.28%	41
2019 Q2	$395K	Buy	+14,298	New	+$387K	0.31%	38
2017 Q3	$694K	Buy	26,823 +14,396	+116%	+$359K	0.61%	25
2017 Q2	$307K	Buy	12,427 +140	+1%	+$3.32K	0.28%	51
2017 Q1	$292K	Sell	12,287 -48	-0.4%	-$1.15K	0.28%	48
2016 Q4	$287K	Buy	+12,335	New	+$265K	0.3%	50

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

Narus Financial Partners's XLF Position: Q2 2026 in Review

Narus Financial Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.7% in Q2 2026, selling an estimated $126K and leaving 63,372 shares worth $3.4M. The position accounts for 0.87% of the portfolio, ranked #18.

Narus Financial Partners first reported a position in XLF in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.64M in Q3 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Narus Financial Partners held 63,372 shares of State Street Financial Select Sector SPDR ETF worth $3.4M as of Q2 2026.
Narus Financial Partners sold 2,423 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
State Street Financial Select Sector SPDR ETF made up 0.87% of Narus Financial Partners's portfolio in Q2 2026, its #18 holding.
Narus Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 26 quarters since.
Narus Financial Partners's State Street Financial Select Sector SPDR ETF position peaked at $3.64M in Q3 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.