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Rothwell Investment Advisors, LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rothwell Investment Advisors, LLC’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
Q3 		$15K Buy
+281
New +$15.9K 0.01% 687

Other funds holding XLF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's XLF Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 281 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings.

1,154 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 281 shares of State Street Financial Select Sector SPDR ETF worth $15K as of Q3 2026.
  • State Street Financial Select Sector SPDR ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #687 holding.
  • 1,154 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.