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

True Link 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	–	Sell	-3,718	Closed	-$184K	–	413
2026 Q1	$184K	Sell	3,718 -35	-0.9%	-$1.82K	0.01%	100
2025 Q4	$206K	Buy	+3,753	New	+$200K	0.01%	113
2022 Q1	–	Sell	-1,000	Closed	-$106K	–	286
2021 Q4	$106K	Hold	1,000	–	–	0.01%	354
2021 Q3	$98K	Hold	1,000	–	–	0.01%	390
2021 Q2	$102K	Sell	1,000 -953	-49%	-$34.9K	0.02%	337
2021 Q1	$192K	Sell	1,953 -22	-1%	-$707	0.03%	255
2020 Q4	$175K	Buy	+1,975	New	+$52.8K	0.03%	283

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 22.9% 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

True Link Financial Advisors's XLF Position: Q2 2026 in Review

True Link Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 3,718 shares — an estimated $184K sold.

True Link Financial Advisors first reported a position in XLF in Q4 2020 and held it in 7 quarters. The position peaked at $206K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

True Link Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 3,718 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $184K.
True Link Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
True Link Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $206K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.