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

Sovereign 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	$285K	Sell	5,314 -770	-13%	-$40K	0.04%	306
2026 Q1	$300K	Buy	6,084 +2,270	+60%	+$118K	0.05%	279
2025 Q4	$209K	Sell	3,814 -2,566	-40%	-$137K	0.04%	322
2025 Q3	$344K	Buy	+6,380	New	+$338K	0.06%	236

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

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

Sovereign Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, selling an estimated $40K and leaving 5,314 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #306.

Sovereign Financial Group first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $344K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sovereign Financial Group held 5,314 shares of State Street Financial Select Sector SPDR ETF worth $285K as of Q2 2026.
Sovereign Financial Group sold 770 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $40K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #306 holding.
Sovereign Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Sovereign Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $344K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.