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

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

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. 1,896 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.
1,896 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.