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

SOA Wealth 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	$879K	Sell	16,397 -264	-2%	-$13.7K	0.15%	93
2026 Q1	$823K	Sell	16,661 -1,054	-6%	-$54.9K	0.16%	84
2025 Q4	$970K	Sell	17,715 -161	-0.9%	-$8.58K	0.16%	88
2025 Q3	$963K	Sell	17,876 -691	-4%	-$36.6K	0.17%	88
2025 Q2	$972K	Sell	18,567 -533	-3%	-$26.4K	0.18%	81
2025 Q1	$951K	Buy	19,100 +34	+0.2%	+$1.71K	0.2%	76
2024 Q4	$921K	Sell	19,066 -170	-0.9%	-$8.22K	0.17%	77
2024 Q3	$872K	Buy	19,236 +50	+0.3%	+$2.18K	0.17%	79
2024 Q2	$789K	Sell	19,186 -167	-0.9%	-$6.87K	0.16%	83
2024 Q1	$815K	Buy	19,353 +50	+0.3%	+$1.97K	0.17%	77
2023 Q4	$726K	Buy	19,303 +6	+0%	+$208	0.16%	77
2023 Q3	$640K	Buy	19,297 +127	+0.7%	+$4.38K	0.16%	78
2023 Q2	$646K	Sell	19,170 -33	-0.2%	-$1.08K	0.15%	77
2023 Q1	$617K	Buy	19,203 +72	+0.4%	+$2.5K	0.15%	77
2022 Q4	$654K	Sell	19,131 -302	-2%	-$10.2K	0.18%	70
2022 Q3	$589K	Buy	19,433 +82	+0.4%	+$2.71K	0.18%	72
2022 Q2	$608K	Buy	19,351 +74	+0.4%	+$2.56K	0.18%	74
2022 Q1	$738K	Buy	19,277 +55	+0.3%	+$2.15K	0.18%	81
2021 Q4	$751K	Buy	19,222 +69	+0.4%	+$2.71K	0.18%	77
2021 Q3	$718K	Buy	19,153 +314	+2%	+$11.7K	0.18%	77
2021 Q2	$691K	Sell	18,839 -593	-3%	-$21.7K	0.18%	80
2021 Q1	$661K	Buy	19,432 +64	+0.3%	+$2.06K	0.18%	80
2020 Q4	$606K	Buy	+19,368	New	+$518K	0.16%	78

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

SOA Wealth Advisors's XLF Position: Q2 2026 in Review

SOA Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q2 2026, selling an estimated $13.7K and leaving 16,397 shares worth $879K. The position accounts for 0.15% of the portfolio, ranked #93.

SOA Wealth Advisors first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $972K in Q2 2025. 439 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SOA Wealth Advisors held 16,397 shares of State Street Financial Select Sector SPDR ETF worth $879K as of Q2 2026.
SOA Wealth Advisors sold 264 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.7K.
State Street Financial Select Sector SPDR ETF made up 0.15% of SOA Wealth Advisors's portfolio in Q2 2026, its #93 holding.
SOA Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $972K in Q2 2025.
439 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.