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USA FINANCIAL FORMULAS’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

USA FINANCIAL FORMULAS’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 		$221K Buy
+4,130
New +$215K 0.04% 127

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

USA FINANCIAL FORMULAS's XLF Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,130 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #127 among its holdings.

1,071 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • USA FINANCIAL FORMULAS held 4,130 shares of State Street Financial Select Sector SPDR ETF worth $221K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #127 holding.
  • 1,071 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.