RFG Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

RFG Holdings’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	$248K	Hold	4,624	–	–	0.05%	74
2026 Q1	$228K	Hold	4,624	–	–	0.06%	66
2025 Q4	$253K	Hold	4,624	–	–	0.06%	59
2025 Q3	$249K	Buy	+4,624	New	+$245K	0.06%	57

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

RFG Holdings's XLF Position: Q2 2026 in Review

RFG Holdings held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,624 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #74.

RFG Holdings first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $253K in Q4 2025. 856 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

RFG Holdings held 4,624 shares of State Street Financial Select Sector SPDR ETF worth $248K as of Q2 2026.
RFG Holdings left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of RFG Holdings's portfolio in Q2 2026, its #74 holding.
RFG Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
RFG Holdings's State Street Financial Select Sector SPDR ETF position peaked at $253K in Q4 2025.
856 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on RFG Holdings's 13F filing for Q2 2026, filed 29 Jul 2026.