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A4 Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

A4 Wealth Advisors’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 		– Sell
-5,266
Closed -$260K – 116
2026
Q1 		$260K Sell
5,266
-3,464
-40% -$181K 0.21% 78
2025
Q4 		$478K Sell
8,730
-3,810
-30% -$203K 0.41% 47
2025
Q3 		$676K Buy
+12,540
New +$664K 0.57% 47

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

A4 Wealth Advisors's XLF Position: Q2 2026 in Review

A4 Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 5,266 shares — an estimated $260K sold.

A4 Wealth Advisors first reported a position in XLF in Q3 2025 and held it in 3 quarters. The position peaked at $676K in Q3 2025. 1,179 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • A4 Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 5,266 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $260K.
  • A4 Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $676K in Q3 2025.
  • 1,179 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.