RPg Family Wealth Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

RPg Family Wealth Advisory’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	$3.22M	Buy	60,138 +6,893	+13%	+$358K	0.54%	61
2026 Q1	$2.63M	Sell	53,245 -716	-1%	-$37.3K	0.55%	60
2025 Q4	$2.96M	Sell	53,961 -4,319	-7%	-$230K	0.65%	56
2025 Q3	$3.14M	Sell	58,280 -3,511	-6%	-$186K	0.69%	55
2025 Q2	$3.24M	Buy	61,791 +6,296	+11%	+$312K	0.86%	53
2025 Q1	$2.76M	Buy	55,495 +14,792	+36%	+$742K	0.79%	46
2024 Q4	$1.97M	Buy	40,703 +2,406	+6%	+$116K	0.7%	41
2024 Q3	$1.74M	Buy	38,297 +2,303	+6%	+$100K	0.56%	52
2024 Q2	$1.48M	Buy	35,994 +1,801	+5%	+$74.1K	0.49%	58
2024 Q1	$1.44M	Sell	34,193 -1,525	-4%	-$60.2K	0.46%	63
2023 Q4	$1.34M	Sell	35,718 -2,955	-8%	-$102K	0.5%	59
2023 Q3	$1.28M	Buy	38,673 +1,621	+4%	+$55.9K	0.53%	53
2023 Q2	$1.25M	Buy	+37,052	New	+$1.21M	0.5%	59
2022 Q4	–	Sell	-24,751	Closed	-$818K	–	100
2022 Q3	$818K	Buy	+24,751	New	+$818K	0.43%	55
2022 Q2	–	Sell	-119	Closed	-$4.56K	–	325
2022 Q1	$4.56K	Buy	+119	New	+$4.65K	﹤0.01%	317
2018 Q1	–	Sell	-646	Closed	-$18K	–	294
2017 Q4	$18K	Hold	646	–	–	0.02%	213
2017 Q3	$16.7K	Hold	646	–	–	0.01%	231
2017 Q2	$15.9K	Hold	646	–	–	0.01%	262
2017 Q1	$15.3K	Buy	+646	New	+$15.5K	0.01%	234
2016 Q3	–	Sell	-1,959	Closed	-$39.3K	–	275
2016 Q2	$39.3K	Buy	+1,959	New	+$39.6K	0.02%	143

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

RPg Family Wealth Advisory's XLF Position: Q2 2026 in Review

RPg Family Wealth Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, buying an estimated $358K and bringing the position to 60,138 shares worth $3.22M. The position accounts for 0.54% of the portfolio, ranked #61.

RPg Family Wealth Advisory first reported a position in XLF in Q2 2016 and has held it in 20 quarters since. The position peaked at $3.24M in Q2 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

RPg Family Wealth Advisory held 60,138 shares of State Street Financial Select Sector SPDR ETF worth $3.22M as of Q2 2026.
RPg Family Wealth Advisory bought 6,893 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $358K.
State Street Financial Select Sector SPDR ETF made up 0.54% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #61 holding.
RPg Family Wealth Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and has held it in 20 quarters since.
RPg Family Wealth Advisory's State Street Financial Select Sector SPDR ETF position peaked at $3.24M in Q2 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.