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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
2023
Q2 		– Hold
0
– -$3.21K – 904
2023
Q1 		– Hold
0
– – – 595

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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. 389 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.
  • 389 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.