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

Powell 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	$874K	Buy	16,303 +26	+0.2%	+$1.35K	0.28%	55
2026 Q1	$804K	Sell	16,277 -887	-5%	-$46.2K	0.28%	54
2025 Q4	$940K	Sell	17,164 -974	-5%	-$51.9K	0.32%	43
2025 Q3	$977K	Buy	18,138 +24	+0.1%	+$1.27K	0.34%	41
2025 Q2	$949K	Buy	18,114 +25	+0.1%	+$1.24K	0.36%	42
2025 Q1	$901K	Buy	18,089 +26	+0.1%	+$1.3K	0.44%	32
2024 Q4	$873K	Buy	18,063 +2,051	+13%	+$99.2K	0.4%	39
2024 Q3	$726K	Buy	16,012 +19	+0.1%	+$829	0.34%	47
2024 Q2	$657K	Buy	15,993 +17	+0.1%	+$700	0.34%	47
2024 Q1	$673K	Buy	15,976 +19	+0.1%	+$750	0.36%	46
2023 Q4	$600K	Buy	15,957 +26	+0.2%	+$900	0.33%	49
2023 Q3	$528K	Buy	15,931 +23	+0.1%	+$793	0.32%	54
2023 Q2	$536K	Sell	15,908 -15,976	-50%	-$521K	0.31%	56
2023 Q1	$1.03M	Buy	31,884 +16,026	+101%	+$557K	0.57%	27
2022 Q4	$542K	Buy	15,858 +32	+0.2%	+$1.08K	0.31%	55
2022 Q3	$480K	Sell	15,826 -1,572	-9%	-$52K	0.31%	54
2022 Q2	$547K	Buy	17,398 +1,626	+10%	+$56.2K	0.33%	46
2022 Q1	$604K	Buy	15,772 +5,051	+47%	+$197K	0.35%	42
2021 Q4	$419K	Sell	10,721 -20,235	-65%	-$795K	0.24%	57
2021 Q3	$1.16M	Buy	30,956 +20,235	+189%	+$757K	0.72%	20
2021 Q2	$393K	Hold	10,721	–	–	0.24%	59
2021 Q1	$365K	Buy	10,721 +833	+8%	+$26.8K	0.24%	56
2020 Q4	$291K	Hold	9,888	–	–	0.22%	65
2020 Q3	$238K	Buy	9,888 +4,143	+72%	+$101K	0.2%	76
2020 Q2	$133K	Buy	5,745 +4,436	+339%	+$101K	0.13%	96
2020 Q1	$27K	Buy	+1,309	New	+$36K	0.03%	107

Other funds holding XLF

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

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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Powell Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.16% in Q2 2026, buying an estimated $1.35K and bringing the position to 16,303 shares worth $874K. The position accounts for 0.28% of the portfolio, ranked #55.

Powell Investment Advisors first reported a position in XLF in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.16M in Q3 2021. 870 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Powell Investment Advisors held 16,303 shares of State Street Financial Select Sector SPDR ETF worth $874K as of Q2 2026.
Powell Investment Advisors bought 26 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.35K.
State Street Financial Select Sector SPDR ETF made up 0.28% of Powell Investment Advisors's portfolio in Q2 2026, its #55 holding.
Powell Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Powell Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.16M in Q3 2021.
870 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.