United Advisor Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

United Advisor Group’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	$310K	Buy	5,782 +100	+2%	+$5.2K	0.03%	416
2026 Q1	$281K	Sell	5,682 -489	-8%	-$25.5K	0.03%	409
2025 Q4	$338K	Sell	6,171 -2,195	-26%	-$117K	0.04%	352
2025 Q3	$451K	Buy	8,366 +719	+9%	+$38.1K	0.06%	278
2025 Q2	$400K	Sell	7,647 -3,752	-33%	-$186K	0.07%	264
2025 Q1	$568K	Buy	+11,399	New	+$572K	0.12%	170
2024 Q4	–	Sell	-10,057	Closed	-$456K	–	402
2024 Q3	$456K	Buy	+10,057	New	+$439K	0.1%	205

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

United Advisor Group's XLF Position: Q2 2026 in Review

United Advisor Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q2 2026, buying an estimated $5.2K and bringing the position to 5,782 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #416.

United Advisor Group first reported a position in XLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $568K in Q1 2025. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

United Advisor Group held 5,782 shares of State Street Financial Select Sector SPDR ETF worth $310K as of Q2 2026.
United Advisor Group bought 100 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.2K.
State Street Financial Select Sector SPDR ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #416 holding.
United Advisor Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
United Advisor Group's State Street Financial Select Sector SPDR ETF position peaked at $568K in Q1 2025.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.