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United Asset Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

United Asset Strategies’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
2020
Q3 		– Sell
-500
Closed -$1K – 202
2020
Q2 		$1K Buy
+500
New +$11.4K ﹤0.01% 187

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

United Asset Strategies's XLF Position: Q2 2026 in Review

United Asset Strategies reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 58% in Q2 2026, selling an estimated $4.57M and leaving 63,333 shares worth $3.4M. The position accounts for 0.24% of the portfolio, ranked #78.

United Asset Strategies first reported a position in XLF in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.7M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • United Asset Strategies held 63,333 shares of State Street Financial Select Sector SPDR ETF worth $3.4M as of Q2 2026.
  • United Asset Strategies sold 88,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.57M.
  • State Street Financial Select Sector SPDR ETF made up 0.24% of United Asset Strategies's portfolio in Q2 2026, its #78 holding.
  • United Asset Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
  • United Asset Strategies's State Street Financial Select Sector SPDR ETF position peaked at $12.7M in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.