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

Strategic Investment Solutions’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	$13.8K	Buy	257 +1	+0.4%	+$52	﹤0.01%	402
2026 Q1	$12.6K	Buy	256 +2	+0.8%	+$104	﹤0.01%	396
2025 Q4	$13.9K	Hold	254	–	–	﹤0.01%	358
2025 Q3	$13.7K	Buy	254 +1	+0.4%	+$53	﹤0.01%	344
2025 Q2	$13.2K	Buy	253 +1	+0.4%	+$49	﹤0.01%	322
2025 Q1	$12.5K	Buy	252 +1	+0.4%	+$50	﹤0.01%	339
2024 Q4	$12.1K	Buy	251 +1	+0.4%	+$48	﹤0.01%	359
2024 Q3	$11.3K	Buy	+250	New	+$10.9K	﹤0.01%	345

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 Investment Solutions's XLF Position: Q2 2026 in Review

Strategic Investment Solutions increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.39% in Q2 2026, buying an estimated $52 and bringing the position to 257 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Strategic Investment Solutions first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.9K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Strategic Investment Solutions held 257 shares of State Street Financial Select Sector SPDR ETF worth $13.8K as of Q2 2026.
Strategic Investment Solutions bought 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #402 holding.
Strategic Investment Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Strategic Investment Solutions's State Street Financial Select Sector SPDR ETF position peaked at $13.9K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.