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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Advisor Group's XLF Position: Q1 2026 in Review

United Advisor Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.9% in Q1 2026, selling an estimated $25.5K and leaving 5,682 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #409.

United Advisor Group first reported a position in XLF in Q3 2024 and has held it in 6 quarters since. The position peaked at $568K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • United Advisor Group held 5,682 shares of State Street Financial Select Sector SPDR ETF worth $281K as of Q1 2026.
  • United Advisor Group sold 489 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $25.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #409 holding.
  • United Advisor Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
  • United Advisor Group's State Street Financial Select Sector SPDR ETF position peaked at $568K in Q1 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.