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

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

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

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

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

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