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

Pettinga Financial 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	$681K	Buy	12,695 +6,680	+111%	+$347K	0.11%	93
2026 Q1	$297K	Sell	6,015 -6,275	-51%	-$327K	0.06%	118
2025 Q4	$673K	Sell	12,290 -350	-3%	-$18.6K	0.13%	84
2025 Q3	$681K	Buy	12,640 +200	+2%	+$10.6K	0.13%	82
2025 Q2	$651K	Sell	12,440 -5,425	-30%	-$269K	0.14%	75
2025 Q1	$890K	Buy	17,865 +472	+3%	+$23.7K	0.21%	61
2024 Q4	$841K	Sell	17,393 -160	-0.9%	-$7.74K	0.19%	62
2024 Q3	$795K	Sell	17,553 -1,050	-6%	-$45.8K	0.19%	59
2024 Q2	$765K	Sell	18,603 -1,799	-9%	-$74K	0.19%	61
2024 Q1	$859K	Sell	20,402 -175	-0.9%	-$6.91K	0.22%	61
2023 Q4	$774K	Buy	20,577 +7,350	+56%	+$254K	0.21%	62
2023 Q3	$439K	Sell	13,227 -572	-4%	-$19.7K	0.13%	68
2023 Q2	$465K	Sell	13,799 -150	-1%	-$4.9K	0.14%	62
2023 Q1	$448K	Sell	13,949 -674	-5%	-$23.4K	0.14%	65
2022 Q4	$500K	Sell	14,623 -8,650	-37%	-$293K	0.16%	69
2022 Q3	$707K	Sell	23,273 -8,435	-27%	-$279K	0.24%	54
2022 Q2	$997K	Sell	31,708 -7,249	-19%	-$251K	0.3%	48
2022 Q1	$1.49M	Sell	38,957 -35,825	-48%	-$1.4M	0.37%	47
2021 Q4	$2.92M	Buy	74,782 +6,735	+10%	+$265K	0.71%	35
2021 Q3	$2.55M	Buy	68,047 +30,350	+81%	+$1.14M	0.65%	37
2021 Q2	$1.38M	Buy	37,697 +4,622	+14%	+$169K	0.37%	43
2021 Q1	$1.13M	Buy	33,075 +3,758	+13%	+$121K	0.33%	44
2020 Q4	$864K	Sell	29,317 -1,408	-5%	-$37.7K	0.31%	44
2020 Q3	$740K	Sell	30,725 -7,235	-19%	-$176K	0.31%	44
2020 Q2	$878K	Sell	37,960 -4,350	-10%	-$98.8K	0.42%	33
2020 Q1	$881K	Sell	42,310 -20,025	-32%	-$551K	0.59%	30
2019 Q4	$1.92M	Sell	62,335 -14,800	-19%	-$434K	1.02%	23
2019 Q3	$2.16M	Sell	77,135 -2,250	-3%	-$62.1K	1.16%	19
2019 Q2	$2.19M	Sell	79,385 -361	-0.5%	-$9.78K	1.14%	19
2019 Q1	$2.05M	Sell	79,746 -3,096	-4%	-$79.9K	1.1%	20
2018 Q4	$1.97M	Buy	+82,842	New	+$2.15M	1.3%	19

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

Pettinga Financial Advisors's XLF Position: Q2 2026 in Review

Pettinga Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 111% in Q2 2026, buying an estimated $347K and bringing the position to 12,695 shares worth $681K. The position accounts for 0.11% of the portfolio, ranked #93.

Pettinga Financial Advisors first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.92M in Q4 2021. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Pettinga Financial Advisors held 12,695 shares of State Street Financial Select Sector SPDR ETF worth $681K as of Q2 2026.
Pettinga Financial Advisors bought 6,680 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $347K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Pettinga Financial Advisors's portfolio in Q2 2026, its #93 holding.
Pettinga Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Pettinga Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.92M in Q4 2021.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.