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

Tactive 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 Q2	$448K	Sell	8,350 -2,950	-26%	-$153K	0.11%	163
2026 Q1	$558K	Sell	11,300 -3,275	-22%	-$171K	0.16%	128
2025 Q4	$798K	Buy	14,575 +2,325	+19%	+$124K	0.23%	103
2025 Q3	$660K	Sell	12,250 -25	-0.2%	-$1.32K	0.19%	121
2025 Q2	$643K	Buy	+12,275	New	+$608K	0.21%	113
2024 Q1	$273K	Buy	+6,487	New	+$256K	0.15%	105

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

Tactive Advisors's XLF Position: Q2 2026 in Review

Tactive Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 26% in Q2 2026, selling an estimated $153K and leaving 8,350 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #163.

Tactive Advisors first reported a position in XLF in Q1 2024 and has held it in 6 quarters since. The position peaked at $798K in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Tactive Advisors held 8,350 shares of State Street Financial Select Sector SPDR ETF worth $448K as of Q2 2026.
Tactive Advisors sold 2,950 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $153K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Tactive Advisors's portfolio in Q2 2026, its #163 holding.
Tactive Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Tactive Advisors's State Street Financial Select Sector SPDR ETF position peaked at $798K in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.