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

Rollins Financial 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 Q1	$335K	Sell	6,785 -10,523	-61%	-$548K	0.05%	125
2025 Q4	$948K	Sell	17,308 -1,187	-6%	-$63.2K	0.14%	64
2025 Q3	$996K	Sell	18,495 -8,216	-31%	-$435K	0.15%	64
2025 Q2	$1.4M	Sell	26,711 -1,308	-5%	-$64.7K	0.22%	56
2025 Q1	$1.4M	Buy	28,019 +6,845	+32%	+$343K	0.24%	52
2024 Q4	$1.02M	Buy	21,174 +2,360	+13%	+$114K	0.16%	59
2024 Q3	$853K	Sell	18,814 -13,970	-43%	-$610K	0.14%	59
2024 Q2	$1.35M	Buy	32,784 +3,414	+12%	+$141K	0.23%	47
2024 Q1	$1.24M	Buy	+29,370	New	+$1.16M	0.23%	45

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

Rollins Financial Advisors's XLF Position: Q1 2026 in Review

Rollins Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 61% in Q1 2026, selling an estimated $548K and leaving 6,785 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #125.

Rollins Financial Advisors first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Rollins Financial Advisors held 6,785 shares of State Street Financial Select Sector SPDR ETF worth $335K as of Q1 2026.
Rollins Financial Advisors sold 10,523 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $548K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Rollins Financial Advisors's portfolio in Q1 2026, its #125 holding.
Rollins Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Rollins Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.4M in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.