TFA
XLF icon

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

Teamwork Financial 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 		$3.45M Sell
64,311
-13,710
-18% -$713K 0.31% 69
2026
Q1 		$3.85M Buy
78,021
+12,102
+18% +$631K 0.41% 63
2025
Q4 		$3.61M Buy
65,919
+6,490
+11% +$346K 0.36% 60
2025
Q3 		$3.2M Buy
59,429
+7,753
+15% +$411K 0.33% 59
2025
Q2 		$2.71M Sell
51,676
-22,787
-31% -$1.13M 0.31% 57
2025
Q1 		$3.71M Sell
74,463
-363,700
-83% -$18.2M 0.49% 37
2024
Q4 		$21.2M Buy
438,163
+51,883
+13% +$2.51M 2.75% 11
2024
Q3 		$17.5M Buy
386,280
+63,095
+20% +$2.75M 2.43% 13
2024
Q2 		$13.3M Buy
323,185
+302,494
+1,462% +$12.4M 1.97% 18
2024
Q1 		$871K Buy
20,691
+5,111
+33% +$202K 0.13% 81
2023
Q4 		$586K Buy
15,580
+1,977
+15% +$68.4K 0.1% 94
2023
Q3 		$451K Buy
13,603
+3,078
+29% +$106K 0.07% 138
2023
Q2 		$355K Sell
10,525
-588
-5% -$19.2K 0.06% 145
2023
Q1 		$357K Sell
11,113
-23,449
-68% -$815K 0.07% 141
2022
Q4 		$1.18M Sell
34,562
-9,049
-21% -$306K 0.24% 68
2022
Q3 		$1.32M Sell
43,611
-56,214
-56% -$1.86M 0.29% 55
2022
Q2 		$3.14M Buy
99,825
+75,317
+307% +$2.6M 0.69% 27
2022
Q1 		$939K Sell
24,508
-19,364
-44% -$757K 0.18% 104
2021
Q4 		$1.71M Buy
43,872
+22,125
+102% +$870K 0.31% 62
2021
Q3 		$816K Buy
+21,747
New +$814K 0.16% 112

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
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
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Teamwork Financial Advisors's XLF Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q2 2026, selling an estimated $713K and leaving 64,311 shares worth $3.45M. The position accounts for 0.31% of the portfolio, ranked #69.

Teamwork Financial Advisors first reported a position in XLF in Q3 2021 and has held it in 20 quarters since. The position peaked at $21.2M in Q4 2024. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Teamwork Financial Advisors held 64,311 shares of State Street Financial Select Sector SPDR ETF worth $3.45M as of Q2 2026.
  • Teamwork Financial Advisors sold 13,710 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $713K.
  • State Street Financial Select Sector SPDR ETF made up 0.31% of Teamwork Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Teamwork Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • Teamwork Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $21.2M in Q4 2024.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.