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 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 $1.56T 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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Strategic Investment Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 5,262 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #279 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in XLF as recently as Q4 2024.

Strategic Investment Advisors first reported a position in XLF in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.17M in Q1 2021. 1,843 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Strategic Investment Advisors held 5,262 shares of State Street Financial Select Sector SPDR ETF worth $260K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Strategic Investment Advisors position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #279 holding.
Strategic Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 13 quarters since.
Strategic Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.17M in Q1 2021.
1,843 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.