SageGuard Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SageGuard Financial 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 Q2	$7.66M	Sell	142,808 -25,433	-15%	-$1.32M	1.08%	26
2026 Q1	$8.31M	Sell	168,241 -7,416	-4%	-$386K	1.29%	24
2025 Q4	$9.62M	Buy	+175,657	New	+$9.36M	1.53%	21
2021 Q3	–	Sell	-85,785	Closed	-$3.15M	–	130
2021 Q2	$3.15M	Sell	85,785 -17,222	-17%	-$630K	1.43%	18
2021 Q1	$3.51M	Sell	103,007 -1,436	-1%	-$46.1K	1.63%	14
2020 Q4	$3.07M	Buy	+104,443	New	+$2.79M	1.48%	17

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

SageGuard Financial Group's XLF Position: Q2 2026 in Review

SageGuard Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, selling an estimated $1.32M and leaving 142,808 shares worth $7.66M. The position accounts for 1.08% of the portfolio, ranked #26.

SageGuard Financial Group first reported a position in XLF in Q4 2020 and has held it in 6 quarters since. The position peaked at $9.62M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SageGuard Financial Group held 142,808 shares of State Street Financial Select Sector SPDR ETF worth $7.66M as of Q2 2026.
SageGuard Financial Group sold 25,433 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.32M.
State Street Financial Select Sector SPDR ETF made up 1.08% of SageGuard Financial Group's portfolio in Q2 2026, its #26 holding.
SageGuard Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $9.62M in Q4 2025.
1,244 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.