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

Soltis Investment 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	$1.05M	Sell	19,621 -11,577	-37%	-$602K	0.06%	235
2026 Q1	$1.54M	Buy	31,198 +7,354	+31%	+$383K	0.1%	171
2025 Q4	$1.31M	Sell	23,844 -2,183	-8%	-$116K	0.09%	186
2025 Q3	$1.4M	Sell	26,027 -186	-0.7%	-$9.86K	0.1%	172
2025 Q2	$1.37M	Sell	26,213 -1,645	-6%	-$81.4K	0.11%	154
2025 Q1	$1.39M	Sell	27,858 -3,883	-12%	-$195K	0.12%	151
2024 Q4	$1.53M	Buy	31,741 +1,331	+4%	+$64.4K	0.14%	141
2024 Q3	$1.38M	Sell	30,410 -6,680	-18%	-$291K	0.13%	137
2024 Q2	$1.52M	Sell	37,090 -13,669	-27%	-$563K	0.16%	132
2024 Q1	$2.14M	Buy	50,759 +2,066	+4%	+$81.6K	0.24%	114
2023 Q4	$1.83M	Buy	+48,693	New	+$1.69M	0.21%	118
2022 Q1	–	Sell	-6,915	Closed	-$270K	–	281
2021 Q4	$270K	Buy	6,915 +1,428	+26%	+$56.1K	0.04%	223
2021 Q3	$206K	Buy	+5,487	New	+$205K	0.03%	227

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 22.9% 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

Soltis Investment Advisors's XLF Position: Q2 2026 in Review

Soltis Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 37% in Q2 2026, selling an estimated $602K and leaving 19,621 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #235.

Soltis Investment Advisors first reported a position in XLF in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.14M in Q1 2024. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Soltis Investment Advisors held 19,621 shares of State Street Financial Select Sector SPDR ETF worth $1.05M as of Q2 2026.
Soltis Investment Advisors sold 11,577 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $602K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #235 holding.
Soltis Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 13 quarters since.
Soltis Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.14M in Q1 2024.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.