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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Soltis Investment Advisors's XLF Position: Q1 2026 in Review

Soltis Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 31% in Q1 2026, buying an estimated $383K and bringing the position to 31,198 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #171.

Soltis Investment Advisors first reported a position in XLF in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.14M in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Soltis Investment Advisors held 31,198 shares of State Street Financial Select Sector SPDR ETF worth $1.54M as of Q1 2026.
Soltis Investment Advisors bought 7,354 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $383K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Soltis Investment Advisors's portfolio in Q1 2026, its #171 holding.
Soltis Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 12 quarters since.
Soltis Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.14M in Q1 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.