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

PFG 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	$564K	Sell	10,526 -49,077	-82%	-$2.55M	0.03%	493
2026 Q1	$2.94M	Buy	59,603 +5,520	+10%	+$288K	0.14%	178
2025 Q4	$2.96M	Sell	54,083 -4,971	-8%	-$265K	0.14%	162
2025 Q3	$3.18M	Buy	59,054 +6,064	+11%	+$321K	0.13%	190
2025 Q2	$2.78M	Buy	52,990 +6,808	+15%	+$337K	0.13%	158
2025 Q1	$2.3M	Buy	46,182 +34,196	+285%	+$1.72M	0.13%	194
2024 Q4	$579K	Sell	11,986 -188	-2%	-$9.09K	0.04%	430
2024 Q3	$552K	Buy	12,174 +1,267	+12%	+$55.3K	0.03%	418
2024 Q2	$448K	Buy	10,907 +1,622	+17%	+$66.8K	0.03%	453
2024 Q1	$391K	Buy	9,285 +1,269	+16%	+$50.1K	0.03%	459
2023 Q4	$301K	Sell	8,016 -1,948	-20%	-$67.4K	0.02%	480
2023 Q3	$330K	Sell	9,964 -18,245	-65%	-$629K	0.03%	431
2023 Q2	$951K	Sell	28,209 -7,199	-20%	-$235K	0.07%	303
2023 Q1	$1.14M	Buy	35,408 +8,001	+29%	+$278K	0.1%	254
2022 Q4	$937K	Sell	27,407 -1,172	-4%	-$39.6K	0.09%	263
2022 Q3	$868K	Sell	28,579 -3,452	-11%	-$114K	0.1%	245
2022 Q2	$1.01M	Sell	32,031 -3,980	-11%	-$138K	0.11%	176
2022 Q1	$1.38M	Sell	36,011 -2,557	-7%	-$99.9K	0.14%	155
2021 Q4	$1.51M	Buy	38,568 +2,537	+7%	+$99.7K	0.15%	192
2021 Q3	$1.35M	Buy	36,031 +4,519	+14%	+$169K	0.15%	191
2021 Q2	$1.16M	Buy	31,512 +1,833	+6%	+$67.1K	0.13%	207
2021 Q1	$1.01M	Buy	+29,679	New	+$953K	0.13%	207
2020 Q1	–	Sell	-55,237	Closed	-$1.7M	–	331
2019 Q4	$1.7M	Buy	55,237 +3,337	+6%	+$97.9K	0.42%	72
2019 Q3	$1.4M	Sell	51,900 -2,104	-4%	-$58.1K	0.39%	74
2019 Q2	$1.55M	Sell	54,004 -6,885	-11%	-$186K	0.42%	67
2019 Q1	$1.71M	Sell	60,889 -3,719	-6%	-$96K	0.52%	49
2018 Q4	$1.69M	Buy	64,608 +54,653	+549%	+$1.42M	0.53%	50
2018 Q3	$258K	Buy	+9,955	New	+$279K	0.2%	130
2018 Q2	–	Sell	-13,511	Closed	-$372K	–	152
2018 Q1	$372K	Buy	13,511 +2,973	+28%	+$85.6K	0.35%	79
2017 Q4	$294K	Buy	+10,538	New	+$284K	0.31%	94

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PFG Advisors's XLF Position: Q2 2026 in Review

PFG Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 82% in Q2 2026, selling an estimated $2.55M and leaving 10,526 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #493.

PFG Advisors first reported a position in XLF in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.18M in Q3 2025. 762 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

PFG Advisors held 10,526 shares of State Street Financial Select Sector SPDR ETF worth $564K as of Q2 2026.
PFG Advisors sold 49,077 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.55M.
State Street Financial Select Sector SPDR ETF made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #493 holding.
PFG Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 30 quarters since.
PFG Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.18M in Q3 2025.
762 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.