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Valmark Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Valmark Advisers’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 		$1.27M Sell
23,758
-852
-3% -$44.3K 0.01% 326
2026
Q1 		$1.21M Sell
24,610
-1,860
-7% -$96.9K 0.01% 323
2025
Q4 		$1.45M Sell
26,470
-1,612
-6% -$85.9K 0.02% 289
2025
Q3 		$1.51M Sell
28,082
-802
-3% -$42.5K 0.02% 274
2025
Q2 		$1.51M Buy
28,884
+945
+3% +$46.8K 0.02% 268
2025
Q1 		$1.39M Buy
27,939
+2,678
+11% +$134K 0.02% 264
2024
Q4 		$1.22M Sell
25,261
-698
-3% -$33.8K 0.02% 278
2024
Q3 		$1.18M Sell
25,959
-213
-0.8% -$9.29K 0.02% 277
2024
Q2 		$1.08M Sell
26,172
-2,543
-9% -$105K 0.02% 272
2024
Q1 		$1.21M Sell
28,715
-747
-3% -$29.5K 0.02% 237
2023
Q4 		$1.11M Sell
29,462
-4,931
-14% -$171K 0.02% 236
2023
Q3 		$1.14M Sell
34,393
-7,588
-18% -$261K 0.02% 204
2023
Q2 		$1.42M Buy
41,981
+2,866
+7% +$93.5K 0.03% 189
2023
Q1 		$1.26M Sell
39,115
-3,243
-8% -$113K 0.03% 196
2022
Q4 		$1.45M Buy
42,358
+5,837
+16% +$197K 0.03% 173
2022
Q3 		$1.11M Sell
36,521
-2,164
-6% -$71.5K 0.02% 176
2022
Q2 		$1.22M Buy
38,685
+4,479
+13% +$155K 0.02% 173
2022
Q1 		$1.31M Buy
34,206
+11,968
+54% +$468K 0.02% 170
2021
Q4 		$868K Buy
22,238
+1,571
+8% +$61.8K 0.02% 218
2021
Q3 		$776K Buy
20,667
+2,938
+17% +$110K 0.01% 220
2021
Q2 		$650K Buy
17,729
+5,693
+47% +$208K 0.01% 249
2021
Q1 		$410K Buy
12,036
+418
+4% +$13.4K 0.01% 292
2020
Q4 		$342K Buy
11,618
+1,195
+11% +$32K 0.01% 286
2020
Q3 		$251K Buy
10,423
+394
+4% +$9.58K 0.01% 263
2020
Q2 		$232K Buy
+10,029
New +$228K 0.01% 246

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Valmark Advisers's XLF Position: Q2 2026 in Review

Valmark Advisers reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q2 2026, selling an estimated $44.3K and leaving 23,758 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #326.

Valmark Advisers first reported a position in XLF in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.51M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Valmark Advisers held 23,758 shares of State Street Financial Select Sector SPDR ETF worth $1.27M as of Q2 2026.
  • Valmark Advisers sold 852 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $44.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #326 holding.
  • Valmark Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
  • Valmark Advisers's State Street Financial Select Sector SPDR ETF position peaked at $1.51M in Q3 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.