Northstar Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Northstar Advisory Group’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	$1.93M	Sell	35,935 -85	-0.2%	-$4.42K	0.6%	43
2026 Q1	$1.78M	Sell	36,020 -95,252	-73%	-$4.96M	0.66%	36
2025 Q4	$7.19M	Sell	131,272 -30,707	-19%	-$1.64M	2.55%	8
2025 Q3	$8.73M	Sell	161,979 -162,729	-50%	-$8.62M	3.56%	5
2025 Q2	$17M	Buy	324,708 +9,377	+3%	+$464K	8.3%	1
2025 Q1	$15.7M	Buy	315,331 +12,833	+4%	+$644K	10.26%	1
2024 Q4	$14.6M	Buy	302,498 +60,807	+25%	+$2.94M	7.43%	2
2024 Q3	$11M	Buy	241,691 +55,570	+30%	+$2.42M	5.69%	3
2024 Q2	$7.65M	Sell	186,121 -46,047	-20%	-$1.9M	4.4%	5
2024 Q1	$9.67M	Sell	232,168 -3,929	-2%	-$155K	5.85%	3
2023 Q4	$8.88M	Buy	236,097 +46,131	+24%	+$1.6M	5.28%	3
2023 Q3	$6.3M	Buy	189,966 +55,334	+41%	+$1.91M	4.59%	6
2023 Q2	$4.54M	Buy	+134,632	New	+$4.39M	2.97%	9
2022 Q2	–	Sell	-83,903	Closed	-$3.21M	–	107
2022 Q1	$3.21M	Buy	83,903 +65,307	+351%	+$2.55M	2.07%	13
2021 Q4	$726K	Buy	+18,596	New	+$731K	0.43%	44
2021 Q3	–	Sell	-13,124	Closed	-$482K	–	140
2021 Q2	$482K	Buy	+13,124	New	+$480K	0.3%	61

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Northstar Advisory Group's XLF Position: Q2 2026 in Review

Northstar Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.24% in Q2 2026, selling an estimated $4.42K and leaving 35,935 shares worth $1.93M. The position accounts for 0.6% of the portfolio, ranked #43.

Northstar Advisory Group first reported a position in XLF in Q2 2021 and has held it in 16 quarters since. The position peaked at $17M in Q2 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Northstar Advisory Group held 35,935 shares of State Street Financial Select Sector SPDR ETF worth $1.93M as of Q2 2026.
Northstar Advisory Group sold 85 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.42K.
State Street Financial Select Sector SPDR ETF made up 0.6% of Northstar Advisory Group's portfolio in Q2 2026, its #43 holding.
Northstar Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
Northstar Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $17M in Q2 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.