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Toth Financial Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Toth Financial Advisory’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 		$12.1M Buy
225,984
+1,381
+0.6% +$71.8K 1.18% 23
2026
Q1 		$11.1M Sell
224,603
-3,469
-2% -$181K 1.22% 24
2025
Q4 		$12.5M Sell
228,072
-14,165
-6% -$755K 1.36% 19
2025
Q3 		$13M Buy
242,237
+8,955
+4% +$474K 1.41% 18
2025
Q2 		$12.2M Buy
233,282
+27,963
+14% +$1.38M 1.43% 17
2025
Q1 		$10.2M Buy
205,319
+11,792
+6% +$591K 1.23% 24
2024
Q4 		$9.35M Buy
193,527
+8,884
+5% +$430K 1.1% 26
2024
Q3 		$8.37M Buy
184,643
+10,134
+6% +$442K 0.99% 35
2024
Q2 		$7.17M Buy
174,509
+9,195
+6% +$378K 0.91% 38
2024
Q1 		$6.96M Buy
165,314
+22,958
+16% +$906K 0.87% 42
2023
Q4 		$5.35M Buy
142,356
+14,189
+11% +$491K 0.73% 48
2023
Q3 		$4.25M Buy
128,167
+7,110
+6% +$245K 0.65% 56
2023
Q2 		$4.08M Buy
121,057
+1,307
+1% +$42.7K 0.59% 65
2023
Q1 		$3.85M Buy
119,750
+949
+0.8% +$33K 0.6% 63
2022
Q4 		$4.06M Buy
118,801
+7,307
+7% +$247K 0.66% 58
2022
Q3 		$3.38M Buy
111,494
+8,007
+8% +$265K 0.61% 61
2022
Q2 		$3.25M Sell
103,487
-122,827
-54% -$4.24M 0.57% 64
2022
Q1 		$8.67M Buy
226,314
+16,278
+8% +$636K 1.3% 19
2021
Q4 		$8.2M Buy
210,036
+13,167
+7% +$518K 1.12% 29
2021
Q3 		$7.39M Buy
196,869
+12,823
+7% +$480K 1.12% 29
2021
Q2 		$6.75M Buy
184,046
+13,897
+8% +$508K 1.03% 33
2021
Q1 		$5.79M Buy
170,149
+38,629
+29% +$1.24M 0.92% 37
2020
Q4 		$3.88M Buy
131,520
+41,322
+46% +$1.11M 0.66% 57
2020
Q3 		$2.17M Buy
90,198
+17,266
+24% +$420K 0.42% 69
2020
Q2 		$1.69M Buy
72,932
+1,284
+2% +$29.2K 0.37% 73
2020
Q1 		$1.49M Sell
71,648
-186,919
-72% -$5.15M 0.43% 69
2019
Q4 		$7.96M Buy
258,567
+4,416
+2% +$130K 1.61% 15
2019
Q3 		$7.12M Buy
254,151
+3,761
+2% +$104K 1.56% 18
2019
Q2 		$6.91M Buy
250,390
+11,082
+5% +$300K 1.55% 19
2019
Q1 		$6.15M Sell
239,308
-11,332
-5% -$292K 1.44% 25
2018
Q4 		$5.97M Sell
250,640
-13,081
-5% -$340K 1.63% 19
2018
Q3 		$7.27M Sell
263,721
-6,189
-2% -$173K 1.61% 17
2018
Q2 		$7.18M Buy
269,910
+876
+0.3% +$24.2K 1.68% 13
2018
Q1 		$7.42M Sell
269,034
-595
-0.2% -$17.1K 1.8% 12
2017
Q4 		$7.53M Buy
269,629
+1,840
+0.7% +$49.5K 1.78% 12
2017
Q3 		$6.92M Buy
267,789
+5,282
+2% +$132K 1.75% 14
2017
Q2 		$6.48M Sell
262,507
-819
-0.3% -$19.4K 1.69% 18
2017
Q1 		$6.25M Buy
263,326
+13,608
+5% +$326K 1.66% 21
2016
Q4 		$5.81M Buy
249,718
+10,986
+5% +$236K 1.67% 18
2016
Q3 		$4.61M Sell
238,732
-32,043
-12% -$661K 1.35% 27
2016
Q2 		$5.43M Buy
270,775
+14,122
+6% +$286K 1.66% 21
2016
Q1 		$5.07M Sell
256,653
-1,590
-0.6% -$30.3K 1.66% 21
2015
Q4 		$5.4M Buy
258,243
+12,526
+5% +$264K 1.79% 18
2015
Q3 		$4.89M Sell
245,717
-138
-0.1% -$2.92K 1.79% 21
2015
Q2 		$5.26M Buy
245,855
+798
+0.3% +$17.2K 1.76% 20
2015
Q1 		$5.19M Buy
245,057
+11,271
+5% +$238K 1.74% 22
2014
Q4 		$5.08M Buy
233,786
+7,577
+3% +$159K 1.76% 21
2014
Q3 		$4.6M Buy
226,209
+4,833
+2% +$97.6K 1.74% 24
2014
Q2 		$4.42M Buy
221,376
+3,814
+2% +$74.3K 1.68% 25
2014
Q1 		$4.27M Buy
217,562
+4,755
+2% +$90.8K 1.73% 24
2013
Q4 		$4.08M Buy
212,807
+15,369
+8% +$283K 1.73% 24
2013
Q3 		$3.45M Buy
197,438
+3,083
+2% +$54.7K 1.62% 26
2013
Q2 		$3.32M Buy
+194,355
New +$3.26M 1.63% 26

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

Toth Financial Advisory's XLF Position: Q2 2026 in Review

Toth Financial Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.61% in Q2 2026, buying an estimated $71.8K and bringing the position to 225,984 shares worth $12.1M. The position accounts for 1.18% of the portfolio, ranked #23.

Toth Financial Advisory first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $13M in Q3 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Toth Financial Advisory held 225,984 shares of State Street Financial Select Sector SPDR ETF worth $12.1M as of Q2 2026.
  • Toth Financial Advisory bought 1,381 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $71.8K.
  • State Street Financial Select Sector SPDR ETF made up 1.18% of Toth Financial Advisory's portfolio in Q2 2026, its #23 holding.
  • Toth Financial Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Toth Financial Advisory's State Street Financial Select Sector SPDR ETF position peaked at $13M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.