PFS Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

PFS Partners’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	$1.23M	Sell	23,021 -518	-2%	-$26.9K	0.5%	26
2026 Q1	$1.16M	Sell	23,539 -758	-3%	-$39.5K	0.53%	23
2025 Q4	$1.33M	Buy	24,297 +46	+0.2%	+$2.45K	0.61%	24
2025 Q3	$1.31M	Sell	24,251 -57	-0.2%	-$3.02K	0.62%	24
2025 Q2	$1.27M	Buy	24,308 +44	+0.2%	+$2.18K	0.64%	23
2025 Q1	$1.21M	Sell	24,264 -8,138	-25%	-$408K	0.64%	23
2024 Q4	$1.57M	Sell	32,402 -115,587	-78%	-$5.59M	0.84%	22
2024 Q3	$6.71M	Buy	147,989 +2,049	+1%	+$89.4K	3.79%	9
2024 Q2	$6M	Buy	145,940 +2,366	+2%	+$97.4K	3.74%	10
2024 Q1	$6.05M	Buy	143,574 +703	+0.5%	+$27.8K	4.01%	9
2023 Q4	$5.37M	Buy	142,871 +766	+0.5%	+$26.5K	3.67%	12
2023 Q3	$4.71M	Buy	142,105 +2,949	+2%	+$102K	4.16%	10
2023 Q2	$4.69M	Sell	139,156 -3,535	-2%	-$115K	3.93%	11
2023 Q1	$4.59M	Buy	142,691 +23,458	+20%	+$815K	4.48%	10
2022 Q4	$4.08M	Sell	119,233 -14,126	-11%	-$478K	4.29%	9
2022 Q3	$4.05M	Sell	133,359 -4,744	-3%	-$157K	4.38%	10
2022 Q2	$4.34M	Buy	138,103 +137,843	+53,017%	+$4.76M	4.23%	9
2022 Q1	$9.96K	Hold	260	–	–	0.01%	213
2021 Q4	$6.91K	Buy	+260	New	+$10.2K	0.01%	238

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

PFS Partners's XLF Position: Q2 2026 in Review

PFS Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q2 2026, selling an estimated $26.9K and leaving 23,021 shares worth $1.23M. The position accounts for 0.5% of the portfolio, ranked #26.

PFS Partners first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.71M in Q3 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

PFS Partners held 23,021 shares of State Street Financial Select Sector SPDR ETF worth $1.23M as of Q2 2026.
PFS Partners sold 518 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $26.9K.
State Street Financial Select Sector SPDR ETF made up 0.5% of PFS Partners's portfolio in Q2 2026, its #26 holding.
PFS Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
PFS Partners's State Street Financial Select Sector SPDR ETF position peaked at $6.71M in Q3 2024.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.