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

PSI 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	$1.53M	Sell	28,611 -383	-1%	-$19.9K	0.36%	44
2026 Q1	$1.43M	Buy	28,994 +5,296	+22%	+$276K	0.34%	42
2025 Q4	$1.3M	Sell	23,698 -3,797	-14%	-$202K	0.33%	40
2025 Q3	$1.48M	Sell	27,495 -893	-3%	-$47.3K	0.38%	38
2025 Q2	$1.49M	Sell	28,388 -1,885	-6%	-$93.3K	0.73%	22
2025 Q1	$1.51M	Buy	30,273 +2,404	+9%	+$121K	0.49%	33
2024 Q4	$1.35M	Buy	27,869 +888	+3%	+$42.9K	0.4%	38
2024 Q3	$1.22M	Buy	26,981 +274	+1%	+$12K	0.36%	47
2024 Q2	$1.1M	Buy	26,707 +3,434	+15%	+$141K	0.35%	48
2024 Q1	$980K	Sell	23,273 -2,164	-9%	-$85.4K	0.35%	52
2023 Q4	$956K	Buy	25,437 +472	+2%	+$16.3K	0.36%	54
2023 Q3	$828K	Sell	24,965 -621	-2%	-$21.4K	0.36%	50
2023 Q2	$863K	Sell	25,586 -388	-1%	-$12.7K	0.38%	51
2023 Q1	$835K	Buy	25,974 +2,122	+9%	+$73.7K	0.4%	49
2022 Q4	$816K	Sell	23,852 -5,096	-18%	-$172K	0.43%	46
2022 Q3	$879K	Sell	28,948 -275	-0.9%	-$9.09K	0.46%	42
2022 Q2	$919K	Buy	29,223 +1,786	+7%	+$61.7K	0.45%	48
2022 Q1	$1.05M	Buy	27,437 +15,201	+124%	+$594K	0.43%	47
2021 Q4	$477K	Sell	12,236 -2,248	-16%	-$88.4K	0.19%	98
2021 Q3	$543K	Buy	14,484 +4,387	+43%	+$164K	0.25%	75
2021 Q2	$370K	Buy	10,097 +283	+3%	+$10.4K	0.2%	94
2021 Q1	$334K	Sell	9,814 -51	-0.5%	-$1.64K	0.2%	94
2020 Q4	$290K	Sell	9,865 -1,300	-12%	-$34.8K	0.2%	94
2020 Q3	$268K	Buy	11,165 +604	+6%	+$14.7K	0.2%	93
2020 Q2	$244K	Buy	+10,561	New	+$240K	0.2%	96
2020 Q1	–	Sell	-9,568	Closed	-$294K	–	615
2019 Q4	$294K	Buy	+9,568	New	+$281K	0.19%	105

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

PSI Advisors's XLF Position: Q2 2026 in Review

PSI Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.3% in Q2 2026, selling an estimated $19.9K and leaving 28,611 shares worth $1.53M. The position accounts for 0.36% of the portfolio, ranked #44.

PSI Advisors first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

PSI Advisors held 28,611 shares of State Street Financial Select Sector SPDR ETF worth $1.53M as of Q2 2026.
PSI Advisors sold 383 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $19.9K.
State Street Financial Select Sector SPDR ETF made up 0.36% of PSI Advisors's portfolio in Q2 2026, its #44 holding.
PSI Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.