Stratos Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stratos Investment Management’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	$460K	Buy	8,578 +499	+6%	+$25.9K	0.02%	268
2026 Q1	$399K	Buy	8,079 +3,967	+96%	+$207K	0.02%	277
2025 Q4	$225K	Sell	4,112 -15	-0.4%	-$799	0.01%	327
2025 Q3	$222K	Buy	+4,127	New	+$219K	0.01%	330

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

Stratos Investment Management's XLF Position: Q2 2026 in Review

Stratos Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q2 2026, buying an estimated $25.9K and bringing the position to 8,578 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #268.

Stratos Investment Management first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Stratos Investment Management held 8,578 shares of State Street Financial Select Sector SPDR ETF worth $460K as of Q2 2026.
Stratos Investment Management bought 499 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $25.9K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Stratos Investment Management's portfolio in Q2 2026, its #268 holding.
Stratos Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.