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Patriot Financial Group Insurance Agency’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Patriot Financial Group Insurance Agency’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 		$220K Sell
4,108
-3,890
-49% -$202K 0.02% 460
2026
Q1 		$395K Buy
7,998
+4,038
+102% +$210K 0.02% 492
2025
Q4 		$217K Buy
3,960
+45
+1% +$2.4K 0.03% 464
2025
Q3 		$211K Sell
3,915
-26
-0.7% -$1.38K 0.03% 454
2025
Q2 		$206K Sell
3,941
-280
-7% -$13.9K 0.02% 487
2025
Q1 		$210K Buy
+4,221
New +$212K 0.03% 441
2023
Q4 		– Sell
-15,887
Closed -$527K – 505
2023
Q3 		$527K Sell
15,887
-2,909
-15% -$100K 0.11% 222
2023
Q2 		$634K Buy
18,796
+3,708
+25% +$121K 0.12% 200
2023
Q1 		$485K Buy
15,088
+4,791
+47% +$166K 0.1% 222
2022
Q4 		$352K Buy
+10,297
New +$348K 0.05% 283
2022
Q3 		– Sell
-6,175
Closed -$194K – 1970
2022
Q2 		$194K Sell
6,175
-304
-5% -$10.5K 0.04% 388
2022
Q1 		$248K Sell
6,479
-1,309
-17% -$51.2K 0.04% 373
2021
Q4 		$304K Sell
7,788
-2,418
-24% -$95K 0.05% 348
2021
Q3 		$383K Sell
10,206
-94
-0.9% -$3.52K 0.07% 286
2021
Q2 		$378K Buy
10,300
+1,507
+17% +$55.1K 0.07% 287
2021
Q1 		$299K Sell
8,793
-157
-2% -$5.04K 0.07% 293
2020
Q4 		$264K Buy
8,950
+3,648
+69% +$97.6K 0.07% 283
2020
Q3 		$128K Buy
5,302
+461
+10% +$11.2K 0.04% 346
2020
Q2 		$112K Buy
4,841
+805
+20% +$18.3K 0.04% 327
2020
Q1 		$105K Sell
4,036
-1,689
-30% -$46.5K 0.05% 313
2019
Q4 		$176K Sell
5,725
-395
-6% -$11.6K 0.07% 241
2019
Q3 		$171K Sell
6,120
-2,023
-25% -$55.8K 0.08% 230
2019
Q2 		$227K Sell
8,143
-1,084
-12% -$29.4K 0.1% 175
2019
Q1 		$237K Buy
9,227
+1,289
+16% +$33.3K 0.12% 144
2018
Q4 		$189K Sell
7,938
-1,356
-15% -$35.2K 0.12% 134
2018
Q3 		$256K Buy
9,294
+1,101
+13% +$30.8K 0.15% 97
2018
Q2 		$218K Sell
8,193
-7,063
-46% -$195K 0.23% 71
2018
Q1 		$411K Buy
15,256
+1,675
+12% +$48.2K 0.3% 69
2017
Q4 		$389K Buy
13,581
+2,606
+24% +$70.1K 0.29% 74
2017
Q3 		$288K Buy
10,975
+2,192
+25% +$54.7K 0.26% 77
2017
Q2 		$220K Buy
8,783
+8,777
+146,283% +$208K 0.23% 93
2017
Q1 		$142K Sell
6
-4,986
-100% -$119K 0.15% 117
2016
Q4 		$116K Buy
+4,992
New +$107K 0.16% 127

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XLF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 49% in Q2 2026, selling an estimated $202K and leaving 4,108 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #460.

Patriot Financial Group Insurance Agency first reported a position in XLF in Q4 2016 and has held it in 33 quarters since. The position peaked at $634K in Q2 2023. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,108 shares of State Street Financial Select Sector SPDR ETF worth $220K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,890 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #460 holding.
  • Patriot Financial Group Insurance Agency first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 33 quarters since.
  • Patriot Financial Group Insurance Agency's State Street Financial Select Sector SPDR ETF position peaked at $634K in Q2 2023.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.