Portfolio Resources Advisor Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Portfolio Resources Advisor Group’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	$771K	Buy	14,390 +1,727	+14%	+$89.8K	0.65%	33
2026 Q1	$625K	Buy	12,663 +59	+0.5%	+$3.07K	0.62%	31
2025 Q4	$690K	Buy	+12,604	New	+$672K	0.69%	27

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

Portfolio Resources Advisor Group's XLF Position: Q2 2026 in Review

Portfolio Resources Advisor Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q2 2026, buying an estimated $89.8K and bringing the position to 14,390 shares worth $771K. The position accounts for 0.65% of the portfolio, ranked #33.

Portfolio Resources Advisor Group first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Portfolio Resources Advisor Group held 14,390 shares of State Street Financial Select Sector SPDR ETF worth $771K as of Q2 2026.
Portfolio Resources Advisor Group bought 1,727 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $89.8K.
State Street Financial Select Sector SPDR ETF made up 0.65% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #33 holding.
Portfolio Resources Advisor Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.