Sowell Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sowell Financial Services’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	$10.7M	Buy	200,394 +95,270	+91%	+$4.95M	0.35%	52
2026 Q1	$5.19M	Sell	105,124 -34,008	-24%	-$1.77M	0.19%	111
2025 Q4	$7.62M	Sell	139,132 -9,638	-6%	-$514K	0.28%	68
2025 Q3	$8.01M	Buy	148,770 +27,774	+23%	+$1.47M	0.31%	65
2025 Q2	$6.34M	Sell	120,996 -8,830	-7%	-$437K	0.26%	80
2025 Q1	$6.47M	Buy	129,826 +14,692	+13%	+$737K	0.29%	69
2024 Q4	$5.56M	Buy	115,134 +2,783	+2%	+$135K	0.29%	79
2024 Q3	$5.09M	Buy	112,351 +6,621	+6%	+$289K	0.24%	105
2024 Q2	$4.35M	Buy	105,730 +15,601	+17%	+$642K	0.21%	121
2024 Q1	$3.8M	Sell	90,129 -15,842	-15%	-$625K	0.18%	136
2023 Q4	$3.98M	Buy	105,971 +39,264	+59%	+$1.36M	0.22%	119
2023 Q3	$2.21M	Buy	66,707 +1,458	+2%	+$50.2K	0.14%	165
2023 Q2	$2.2M	Buy	65,249 +10,193	+19%	+$333K	0.12%	192
2023 Q1	$1.77M	Sell	55,056 -32,940	-37%	-$1.14M	0.14%	179
2022 Q4	$3.01M	Buy	87,996 +10,179	+13%	+$344K	0.19%	135
2022 Q3	$2.36M	Buy	+77,817	New	+$2.57M	0.24%	115
2022 Q1	–	Sell	-65,994	Closed	-$2.58M	–	530
2021 Q4	$2.58M	Buy	65,994 +25,708	+64%	+$1.01M	0.15%	159
2021 Q3	$1.51M	Sell	40,286 -1,917	-5%	-$71.7K	0.1%	225
2021 Q2	$1.55M	Sell	42,203 -37,328	-47%	-$1.37M	0.1%	229
2021 Q1	$2.99M	Buy	79,531 +7,128	+10%	+$229K	0.1%	183
2020 Q4	$2.13M	Sell	72,403 -15,033	-17%	-$402K	0.09%	195
2020 Q3	$2.1M	Buy	87,436 +27,512	+46%	+$669K	0.11%	176
2020 Q2	$1.39M	Sell	59,924 -8,612	-13%	-$196K	0.08%	220
2020 Q1	$1.43M	Sell	68,536 -39,491	-37%	-$1.09M	0.11%	198
2019 Q4	$3.33M	Buy	108,027 +33,180	+44%	+$974K	0.25%	83
2019 Q3	$2.1M	Buy	+74,847	New	+$2.07M	0.17%	121
2019 Q1	$1.91M	Sell	74,180 -8,979	-11%	-$232K	0.21%	101
2018 Q4	$1.98M	Buy	+83,159	New	+$2.16M	0.28%	79
2018 Q3	–	Sell	-25,103	Closed	-$695K	–	459
2018 Q2	$695K	Sell	25,103 -49,833	-67%	-$1.37M	0.15%	134
2018 Q1	$2.04M	Sell	74,936 -30,811	-29%	-$887K	0.51%	54
2017 Q4	$3.1M	Sell	105,747 -31,475	-23%	-$847K	0.76%	40
2017 Q3	$3.66M	Buy	137,222 +24,365	+22%	+$608K	0.95%	29
2017 Q2	$2.85M	Sell	112,857 -10,642	-9%	-$253K	0.81%	34
2017 Q1	$2.91M	Sell	123,499 -101,477	-45%	-$2.43M	0.86%	35
2016 Q4	$5.52M	Buy	+224,976	New	+$4.83M	1.85%	10

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

Sowell Financial Services's XLF Position: Q2 2026 in Review

Sowell Financial Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 91% in Q2 2026, buying an estimated $4.95M and bringing the position to 200,394 shares worth $10.7M. The position accounts for 0.35% of the portfolio, ranked #52.

Sowell Financial Services first reported a position in XLF in Q4 2016 and has held it in 35 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sowell Financial Services held 200,394 shares of State Street Financial Select Sector SPDR ETF worth $10.7M as of Q2 2026.
Sowell Financial Services bought 95,270 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.95M.
State Street Financial Select Sector SPDR ETF made up 0.35% of Sowell Financial Services's portfolio in Q2 2026, its #52 holding.
Sowell Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 35 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.