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

Polaris Investment 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	$655K	Sell	12,211 -13,381	-52%	-$695K	0.42%	39
2026 Q1	$1.26M	Hold	25,592	–	–	0.92%	25
2025 Q4	$1.4M	Buy	+25,592	New	+$1.36M	1.01%	24

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Polaris Investment Advisors's XLF Position: Q2 2026 in Review

Polaris Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 52% in Q2 2026, selling an estimated $695K and leaving 12,211 shares worth $655K. The position accounts for 0.42% of the portfolio, ranked #39.

Polaris Investment Advisors first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Polaris Investment Advisors held 12,211 shares of State Street Financial Select Sector SPDR ETF worth $655K as of Q2 2026.
Polaris Investment Advisors sold 13,381 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $695K.
State Street Financial Select Sector SPDR ETF made up 0.42% of Polaris Investment Advisors's portfolio in Q2 2026, its #39 holding.
Polaris Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Polaris Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.4M in Q4 2025.
1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.