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

Operose 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	$5.36K	Buy	+100	New	+$5.2K	﹤0.01%	432
2026 Q1	–	Sell	-262	Closed	-$14.3K	–	657
2025 Q4	$14.3K	Buy	+262	New	+$14K	﹤0.01%	363

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

Operose Advisors's XLF Position: Q2 2026 in Review

Operose Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 100 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Operose Advisors previously reported a position in XLF as recently as Q4 2025.

Operose Advisors first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.3K in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Operose Advisors held 100 shares of State Street Financial Select Sector SPDR ETF worth $5.36K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Operose Advisors position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #432 holding.
Operose Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Operose Advisors's State Street Financial Select Sector SPDR ETF position peaked at $14.3K in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.