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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return