Strategic Financial Concepts’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Strategic Financial Concepts’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	$266K	Sell	4,961 -3,859	-44%	-$201K	0.08%	194
2026 Q1	$435K	Buy	8,820 +5,017	+132%	+$261K	0.11%	172
2025 Q4	$208K	Sell	3,803 -165,695	-98%	-$8.83M	0.19%	116
2025 Q3	$9.13M	Buy	169,498 +4,506	+3%	+$239K	1.33%	14
2025 Q2	$8.64M	Buy	164,992 +151,022	+1,081%	+$7.47M	1.22%	17
2025 Q1	$696K	Sell	13,970 -1,744	-11%	-$87.5K	0.13%	158
2024 Q4	$759K	Buy	15,714 +2,882	+22%	+$139K	0.15%	146
2024 Q3	$582K	Buy	12,832 +11,216	+694%	+$489K	0.19%	105
2024 Q2	$66.4K	Sell	1,616 -12,127	-88%	-$499K	0.04%	214
2024 Q1	$579K	Buy	+13,743	New	+$543K	0.14%	150
2023 Q4	–	Sell	-11,525	Closed	-$382K	–	273
2023 Q3	$382K	Buy	11,525 +313	+3%	+$10.8K	0.13%	153
2023 Q2	$378K	Sell	11,212 -4,467	-28%	-$146K	0.14%	150
2023 Q1	$504K	Buy	+15,679	New	+$545K	0.2%	111

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

Strategic Financial Concepts's XLF Position: Q2 2026 in Review

Strategic Financial Concepts reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 44% in Q2 2026, selling an estimated $201K and leaving 4,961 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #194.

Strategic Financial Concepts first reported a position in XLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.13M in Q3 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Strategic Financial Concepts held 4,961 shares of State Street Financial Select Sector SPDR ETF worth $266K as of Q2 2026.
Strategic Financial Concepts sold 3,859 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $201K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q2 2026, its #194 holding.
Strategic Financial Concepts first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's State Street Financial Select Sector SPDR ETF position peaked at $9.13M in Q3 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.