Successful Portfolios’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Successful Portfolios’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	$1.75M	Sell	31,374 -204	-0.6%	-$10.6K	0.82%	32
2026 Q1	$1.54M	Buy	31,578 +2	+0%	+$104	0.85%	31
2025 Q4	$1.76M	Sell	31,576 -131	-0.4%	-$6.98K	0.9%	28
2025 Q3	$1.71M	Sell	31,707 -38	-0.1%	-$2.01K	1%	25
2025 Q2	$1.66M	Sell	31,745 -57	-0.2%	-$2.82K	1.02%	24
2025 Q1	$1.58M	Hold	31,802	–	–	1.08%	22
2024 Q4	$1.54M	Buy	31,802 +48	+0.2%	+$2.32K	1.03%	25
2024 Q3	$1.44M	Sell	31,754 -184	-0.6%	-$8.03K	0.97%	28
2024 Q2	$1.31M	Sell	31,938 -165	-0.5%	-$6.79K	0.92%	30
2024 Q1	$1.35M	Sell	32,103 -316	-1%	-$12.5K	0.92%	31
2023 Q4	$1.22M	Sell	32,419 -205	-0.6%	-$7.1K	0.91%	29
2023 Q3	$1.08M	Buy	32,624 +229	+0.7%	+$7.89K	0.96%	26
2023 Q2	$1.09M	Sell	32,395 -3,453	-10%	-$113K	0.94%	27
2023 Q1	$1.15M	Sell	35,848 -287	-0.8%	-$9.97K	0.72%	37
2022 Q4	$1.24M	Sell	36,135 -26	-0.1%	-$879	0.81%	30
2022 Q3	$1.1M	Sell	36,161 -342	-0.9%	-$11.3K	0.8%	29
2022 Q2	$1.15M	Sell	36,503 -182	-0.5%	-$6.29K	0.77%	31
2022 Q1	$1.41M	Sell	36,685 -648	-2%	-$25.3K	0.8%	27
2021 Q4	$1.46M	Sell	37,333 -25	-0.1%	-$983	0.79%	29
2021 Q3	$1.4M	Buy	37,358 +10	+0%	+$374	0.84%	28
2021 Q2	$1.37M	Sell	37,348 -19	-0.1%	-$695	0.83%	27
2021 Q1	$1.27M	Buy	37,367 +100	+0.3%	+$3.21K	0.84%	29
2020 Q4	$1.1M	Sell	37,267 -583	-2%	-$15.6K	0.79%	31
2020 Q3	$911K	Buy	37,850 +40	+0.1%	+$973	0.73%	36
2020 Q2	$875K	Sell	37,810 -1,504	-4%	-$34.2K	0.77%	33
2020 Q1	$819K	Sell	39,314 -985	-2%	-$27.1K	0.83%	32
2019 Q4	$1.24M	Sell	40,299 -1,076	-3%	-$31.6K	1.1%	21
2019 Q3	$1.16M	Buy	41,375 +2,277	+6%	+$62.9K	1.09%	21
2019 Q2	$1.08M	Sell	39,098 -642	-2%	-$17.4K	1.16%	20
2019 Q1	$1.02M	Sell	39,740 -5,742	-13%	-$148K	1.12%	21
2018 Q4	$1.08M	Sell	45,482 -2,682	-6%	-$69.7K	1.38%	15
2018 Q3	$1.33M	Buy	48,164 +62	+0.1%	+$1.74K	1.45%	15
2018 Q2	$1.28M	Sell	48,102 -1,541	-3%	-$42.5K	1.49%	16
2018 Q1	$1.37M	Buy	49,643 +167	+0.3%	+$4.81K	1.66%	10
2017 Q4	$1.38M	Buy	+49,476	New	+$1.33M	1.72%	12

Other funds holding XLF

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return