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 Q2	–	Sell	-6,785	Closed	-$335K	–	178
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 $1.81T 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

Rollins Financial Advisors's XLF Position: Q2 2026 in Review

Rollins Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 6,785 shares — an estimated $335K sold.

Rollins Financial Advisors first reported a position in XLF in Q1 2024 and held it in 9 quarters. The position peaked at $1.4M in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Rollins Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Rollins Financial Advisors sold 6,785 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $335K.
Rollins Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 9 quarters.
Rollins Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.4M in Q2 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.