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

Phoenix Financial’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	$91.3M	Sell	1,702,899 -599,482	-26%	-$31.2M	0.62%	43
2026 Q1	$114M	Buy	2,302,381 +983,239	+75%	+$51.2M	1.08%	24
2025 Q4	$72.2M	Sell	1,319,142 -169,269	-11%	-$9.02M	0.78%	33
2025 Q3	$80.2M	Sell	1,488,411 -1,550,023	-51%	-$82.1M	0.98%	30
2025 Q2	$159M	Sell	3,038,434 -1,038,740	-25%	-$51.4M	2.1%	13
2025 Q1	$203M	Sell	4,077,174 -6,870,829	-63%	-$345M	3.11%	5
2024 Q4	$529M	Sell	10,948,003 -1,161,309	-10%	-$56.2M	7.22%	1
2024 Q3	$549M	Buy	12,109,312 +19,803	+0.2%	+$864K	8.11%	1
2024 Q2	$497M	Sell	12,089,509 -2,896,009	-19%	-$119M	7.57%	1
2024 Q1	$631M	Buy	14,985,518 +1,828,941	+14%	+$72.2M	8.72%	1
2023 Q4	$556M	Sell	13,156,577 -603,320	-4%	-$20.9M	9.19%	1
2023 Q3	$456M	Buy	13,759,897 +11,331,105	+467%	+$390M	8.36%	1
2023 Q2	$81.9M	Hold	2,428,792	–	–	1.67%	19
2023 Q1	$78.1M	Sell	2,428,792 -6,011,560	-71%	-$209M	1.75%	17
2022 Q4	$289M	Buy	8,440,352 +6,564,553	+350%	+$222M	5.59%	2
2022 Q3	$57.4M	Buy	1,875,799 +113,622	+6%	+$3.76M	1.27%	26
2022 Q2	$55.4M	Sell	1,762,177 -23,077	-1%	-$798K	1.13%	30
2022 Q1	$68.4M	Sell	1,785,254 -77,973	-4%	-$3.05M	1.15%	29
2021 Q4	$72.8M	Sell	1,863,227 -2,238	-0.1%	-$88K	1.2%	23
2021 Q3	$70M	Buy	1,865,465 +133,178	+8%	+$4.98M	1.21%	21
2021 Q2	$63.6M	Sell	1,732,287 -2,064,556	-54%	-$75.5M	1.21%	20
2021 Q1	$129M	Buy	3,796,843 +1,477,128	+64%	+$47.4M	2.92%	3
2020 Q4	$68.3M	Buy	2,319,715 +375,815	+19%	+$10.1M	1.83%	7
2020 Q3	$44.1M	Buy	1,943,900 +720,789	+59%	+$17.5M	1.85%	5
2020 Q2	$26.9M	Buy	1,223,111 +1,211,120	+10,100%	+$27.5M	1.14%	24
2020 Q1	$244K	Buy	11,991 +977	+9%	+$26.9K	0.01%	283
2019 Q4	$337K	Buy	+11,014	New	+$323K	0.01%	180

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

Phoenix Financial's XLF Position: Q2 2026 in Review

Phoenix Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 26% in Q2 2026, selling an estimated $31.2M and leaving 1,702,899 shares worth $91.3M. The position accounts for 0.62% of the portfolio, ranked #43.

Phoenix Financial first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $631M in Q1 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Phoenix Financial held 1,702,899 shares of State Street Financial Select Sector SPDR ETF worth $91.3M as of Q2 2026.
Phoenix Financial sold 599,482 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $31.2M.
State Street Financial Select Sector SPDR ETF made up 0.62% of Phoenix Financial's portfolio in Q2 2026, its #43 holding.
Phoenix Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Phoenix Financial's State Street Financial Select Sector SPDR ETF position peaked at $631M in Q1 2024.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.