Worth Financial Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Worth Financial Advisory 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	$887K	Buy	+16,540	New	+$860K	0.37%	69
2026 Q1	–	Sell	-15,334	Closed	-$840K	–	190
2025 Q4	$840K	Sell	15,334 -876	-5%	-$46.7K	0.41%	60
2025 Q3	$873K	Buy	16,210 +516	+3%	+$27.3K	0.49%	45
2025 Q2	$822K	Buy	15,694 +207	+1%	+$10.2K	0.5%	45
2025 Q1	$771K	Buy	15,487 +284	+2%	+$14.2K	0.49%	50
2024 Q4	$735K	Sell	15,203 -787	-5%	-$38.1K	0.45%	56
2024 Q3	$725K	Buy	15,990 +446	+3%	+$19.5K	0.43%	58
2024 Q2	$639K	Buy	15,544 +71	+0.5%	+$2.92K	0.42%	60
2024 Q1	$652K	Sell	15,473 -471	-3%	-$18.6K	0.45%	62
2023 Q4	$599K	Sell	15,944 -131	-0.8%	-$4.54K	0.48%	55
2023 Q3	$533K	Buy	16,075 +181	+1%	+$6.24K	0.48%	57
2023 Q2	$536K	Sell	15,894 -1,918	-11%	-$62.6K	0.5%	57
2023 Q1	$573K	Sell	17,812 -732	-4%	-$25.4K	0.55%	55
2022 Q4	$634K	Buy	+18,544	New	+$627K	0.74%	37

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

Worth Financial Advisory Group's XLF Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 16,540 shares worth $887K. The stake represents 0.37% of the portfolio and ranks #69 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in XLF as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Worth Financial Advisory Group held 16,540 shares of State Street Financial Select Sector SPDR ETF worth $887K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Worth Financial Advisory Group position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.37% of Worth Financial Advisory Group's portfolio in Q2 2026, its #69 holding.
Worth Financial Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.