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

PFG Investments’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	$2.26M	Sell	42,064 -752	-2%	-$39.1K	0.09%	199
2026 Q1	$2.11M	Sell	42,816 -1,755	-4%	-$91.5K	0.1%	180
2025 Q4	$2.44M	Buy	44,571 +3,706	+9%	+$197K	0.12%	162
2025 Q3	$2.2M	Buy	40,865 +3,849	+10%	+$204K	0.11%	162
2025 Q2	$1.94M	Buy	37,016 +1,795	+5%	+$88.8K	0.11%	171
2025 Q1	$1.75M	Buy	35,221 +4,531	+15%	+$227K	0.11%	181
2024 Q4	$1.48M	Buy	30,690 +1,581	+5%	+$76.4K	0.09%	210
2024 Q3	$1.32M	Buy	29,109 +1,404	+5%	+$61.3K	0.09%	229
2024 Q2	$1.14M	Buy	27,705 +1,634	+6%	+$67.2K	0.08%	232
2024 Q1	$1.1M	Buy	26,071 +12,401	+91%	+$490K	0.07%	311
2023 Q4	$514K	Buy	13,670 +1,670	+14%	+$57.8K	0.1%	242
2023 Q3	$398K	Sell	12,000 -1,375	-10%	-$47.4K	0.07%	285
2023 Q2	$451K	Sell	13,375 -36	-0.3%	-$1.18K	0.08%	266
2023 Q1	$431K	Buy	+13,411	New	+$466K	0.09%	265

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

PFG Investments's XLF Position: Q2 2026 in Review

PFG Investments reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q2 2026, selling an estimated $39.1K and leaving 42,064 shares worth $2.26M. The position accounts for 0.09% of the portfolio, ranked #199.

PFG Investments first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.44M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

PFG Investments held 42,064 shares of State Street Financial Select Sector SPDR ETF worth $2.26M as of Q2 2026.
PFG Investments sold 752 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $39.1K.
State Street Financial Select Sector SPDR ETF made up 0.09% of PFG Investments's portfolio in Q2 2026, its #199 holding.
PFG Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's State Street Financial Select Sector SPDR ETF position peaked at $2.44M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.