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

Strategic 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	$281K	Sell	5,250 -12	-0.2%	-$624	0.02%	285
2026 Q1	$260K	Buy	+5,262	New	+$274K	0.02%	279
2025 Q1	–	Sell	-11,463	Closed	-$554K	–	257
2024 Q4	$554K	Buy	+11,463	New	+$554K	0.06%	159
2023 Q2	–	Sell	-20,288	Closed	-$652K	–	252
2023 Q1	$652K	Buy	20,288 +681	+3%	+$23.7K	0.12%	130
2022 Q4	$671K	Sell	19,607 -157	-0.8%	-$5.31K	0.14%	123
2022 Q3	$600K	Buy	+19,764	New	+$653K	0.14%	117
2022 Q2	–	Sell	-21,836	Closed	-$837K	–	210
2022 Q1	$837K	Buy	21,836 +6,714	+44%	+$262K	0.16%	111
2021 Q4	$591K	Buy	+15,122	New	+$594K	0.11%	149
2021 Q2	–	Sell	-34,264	Closed	-$1.17M	–	212
2021 Q1	$1.17M	Buy	+34,264	New	+$1.1M	0.3%	72
2020 Q3	–	Sell	-35,317	Closed	-$817K	–	191
2020 Q2	$817K	Buy	35,317 +301	+0.9%	+$6.83K	0.31%	65
2020 Q1	$729K	Buy	35,016 +2,213	+7%	+$60.9K	0.33%	63
2019 Q4	$1.01M	Buy	+32,803	New	+$963K	0.42%	56
2019 Q2	–	Sell	-12,448	Closed	-$320K	–	169
2019 Q1	$320K	Buy	12,448 +3,731	+43%	+$96.3K	0.22%	84
2018 Q4	$208K	Buy	+8,717	New	+$226K	0.19%	107

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

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

Strategic Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.23% in Q2 2026, selling an estimated $624 and leaving 5,250 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #285.

Strategic Investment Advisors first reported a position in XLF in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.17M in Q1 2021. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Strategic Investment Advisors held 5,250 shares of State Street Financial Select Sector SPDR ETF worth $281K as of Q2 2026.
Strategic Investment Advisors sold 12 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $624.
State Street Financial Select Sector SPDR ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #285 holding.
Strategic Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 14 quarters since.
Strategic Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.17M in Q1 2021.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.