Stratos Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stratos Wealth 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	$4.53M	Sell	91,684 -4,326	-5%	-$225K	0.28%	84
2025 Q4	$5.26M	Buy	96,010 +1,409	+1%	+$75.1K	0.25%	99
2025 Q3	$5.1M	Buy	94,601 +6,994	+8%	+$371K	0.24%	103
2025 Q2	$4.59M	Buy	87,607 +6,176	+8%	+$306K	0.24%	106
2025 Q1	$4.06M	Sell	81,431 -103,197	-56%	-$5.18M	0.22%	104
2024 Q4	$8.92M	Buy	184,628 +48,641	+36%	+$2.35M	0.43%	57
2024 Q3	$6.16M	Buy	135,987 +80,274	+144%	+$3.5M	0.28%	84
2024 Q2	$2.29M	Buy	55,713 +21,125	+61%	+$869K	0.11%	186
2024 Q1	$1.46M	Buy	34,588 +3,427	+11%	+$135K	0.09%	249
2023 Q4	$1.17M	Buy	31,161 +4,191	+16%	+$145K	0.07%	296
2023 Q3	$895K	Buy	26,970 +7,881	+41%	+$272K	0.06%	326
2023 Q2	$643K	Sell	19,089 -479	-2%	-$15.6K	0.05%	384
2023 Q1	$629K	Sell	19,568 -26,934	-58%	-$936K	0.05%	376
2022 Q4	$1.59M	Buy	46,502 +636	+1%	+$21.5K	0.13%	209
2022 Q3	$1.39M	Sell	45,866 -8,685	-16%	-$287K	0.15%	191
2022 Q2	$1.72M	Sell	54,551 -43,770	-45%	-$1.51M	0.16%	168
2022 Q1	$3.77M	Sell	98,321 -7,654	-7%	-$299K	0.31%	85
2021 Q4	$4.14M	Buy	105,975 +6,007	+6%	+$236K	0.3%	86
2021 Q3	$3.75M	Sell	99,968 -37,101	-27%	-$1.39M	0.32%	82
2021 Q2	$5.03M	Sell	137,069 -26,953	-16%	-$986K	0.45%	54
2021 Q1	$5.58M	Buy	164,022 +47,722	+41%	+$1.53M	0.59%	36
2020 Q4	$3.43M	Buy	116,300 +102,390	+736%	+$2.74M	0.47%	55
2020 Q3	$335K	Sell	13,910 -914	-6%	-$22.2K	0.08%	238
2020 Q2	$343K	Sell	14,824 -3,732	-20%	-$84.7K	0.11%	191
2020 Q1	$386K	Sell	18,556 -679	-4%	-$18.7K	0.27%	89
2019 Q4	$592K	Buy	19,235 +1,935	+11%	+$56.8K	0.34%	68
2019 Q3	$484K	Sell	17,300 -1,813	-9%	-$50K	0.19%	121
2019 Q2	$528K	Sell	19,113 -504	-3%	-$13.7K	0.21%	104
2019 Q1	$504K	Buy	19,617 +580	+3%	+$15K	0.27%	96
2018 Q4	$453K	Buy	+19,037	New	+$494K	0.3%	100

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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Stratos Wealth Advisors's XLF Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.5% in Q1 2026, selling an estimated $225K and leaving 91,684 shares worth $4.53M. The position accounts for 0.28% of the portfolio, ranked #84.

Stratos Wealth Advisors first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.92M in Q4 2024. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Stratos Wealth Advisors held 91,684 shares of State Street Financial Select Sector SPDR ETF worth $4.53M as of Q1 2026.
Stratos Wealth Advisors sold 4,326 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $225K.
State Street Financial Select Sector SPDR ETF made up 0.28% of Stratos Wealth Advisors's portfolio in Q1 2026, its #84 holding.
Stratos Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.92M in Q4 2024.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.