Rehmann Capital Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rehmann Capital Advisory 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 Q1	$578K	Sell	11,713 -46,820	-80%	-$2.44M	0.03%	361
2025 Q4	$3.21M	Buy	58,533 +1,722	+3%	+$91.8K	0.17%	97
2025 Q3	$3.06M	Buy	56,811 +2,230	+4%	+$118K	0.17%	97
2025 Q2	$2.86M	Sell	54,581 -11	-0%	-$544	0.17%	95
2025 Q1	$2.72M	Buy	54,592 +4,824	+10%	+$242K	0.17%	103
2024 Q4	$2.41M	Buy	49,768 +35,993	+261%	+$1.74M	0.15%	109
2024 Q3	$624K	Buy	13,775 +4,481	+48%	+$196K	0.04%	298
2024 Q2	$382K	Buy	9,294 +2,907	+46%	+$120K	0.03%	387
2024 Q1	$269K	Buy	6,387 +10	+0.2%	+$395	0.02%	480
2023 Q4	$240K	Sell	6,377 -1,291	-17%	-$44.7K	0.02%	492
2023 Q3	$254K	Buy	+7,668	New	+$264K	0.02%	435
2023 Q1	–	Sell	-21,757	Closed	-$744K	–	577
2022 Q4	$744K	Buy	21,757 +107	+0.5%	+$3.62K	0.08%	226
2022 Q3	$657K	Buy	21,650 +51	+0.2%	+$1.69K	0.07%	237
2022 Q2	$679K	Sell	21,599 -6,190	-22%	-$214K	0.07%	226
2022 Q1	$1.06M	Buy	27,789 +8,728	+46%	+$341K	0.1%	180
2021 Q4	$744K	Buy	19,061 +3,831	+25%	+$151K	0.07%	245
2021 Q3	$581K	Buy	15,230 +2,908	+24%	+$109K	0.06%	291
2021 Q2	$447K	Buy	12,322 +1,475	+14%	+$54K	0.04%	332
2021 Q1	$369K	Buy	+10,847	New	+$348K	0.04%	359
2019 Q3	–	Sell	-12,759	Closed	-$352K	–	2160
2019 Q2	$352K	Buy	12,759 +1,546	+14%	+$41.9K	0.04%	309
2019 Q1	$288K	Buy	11,213 +9,563	+580%	+$247K	0.04%	336
2018 Q4	$39.3K	Sell	1,650 -13,617	-89%	-$354K	0.01%	663
2018 Q3	$421K	Sell	15,267 -2,626	-15%	-$73.5K	0.06%	238
2018 Q2	$432K	Buy	17,893 +4,802	+37%	+$132K	0.06%	231
2018 Q1	$361K	Buy	13,091 +4,096	+46%	+$118K	0.06%	245
2017 Q4	$251K	Buy	+8,995	New	+$242K	0.04%	328
2014 Q4	–	Sell	-19,993	Closed	-$407K	–	361
2014 Q3	$407K	Buy	19,993 +2,870	+17%	+$57.9K	0.1%	174
2014 Q2	$342K	Buy	+17,123	New	+$334K	0.08%	205

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rehmann Capital Advisory Group's XLF Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 80% in Q1 2026, selling an estimated $2.44M and leaving 11,713 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #361.

Rehmann Capital Advisory Group first reported a position in XLF in Q2 2014 and has held it in 28 quarters since. The position peaked at $3.21M in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Rehmann Capital Advisory Group held 11,713 shares of State Street Financial Select Sector SPDR ETF worth $578K as of Q1 2026.
Rehmann Capital Advisory Group sold 46,820 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.44M.
State Street Financial Select Sector SPDR ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #361 holding.
Rehmann Capital Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and has held it in 28 quarters since.
Rehmann Capital Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $3.21M in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.