Able Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Able Wealth Management’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	$224K	Buy	4,161 +1	+0%	+$57	0.05%	157
2026 Q2	$223K	Buy	4,160 +1	+0%	+$52	0.05%	137
2026 Q1	$205K	Sell	4,159 -242	-5%	-$12.6K	0.05%	125
2025 Q4	$241K	Buy	4,401 +454	+12%	+$24.2K	0.08%	97
2025 Q3	$213K	Sell	3,947 -103	-3%	-$5.46K	0.08%	102
2025 Q2	$212K	Buy	+4,050	New	+$200K	0.11%	103
2024 Q1	–	Sell	-668	Closed	-$25.1K	–	583
2023 Q4	$25.1K	Buy	+668	New	+$23.1K	0.02%	185

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Able Wealth Management's XLF Position: Q3 2026 in Review

Able Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.02% in Q3 2026, buying an estimated $57 and bringing the position to 4,161 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #157.

Able Wealth Management first reported a position in XLF in Q4 2023 and has held it in 7 quarters since. The position peaked at $241K in Q4 2025. 679 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Able Wealth Management held 4,161 shares of State Street Financial Select Sector SPDR ETF worth $224K as of Q3 2026.
Able Wealth Management bought 1 State Street Financial Select Sector SPDR ETF share in Q3 2026, an estimated $57.
State Street Financial Select Sector SPDR ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #157 holding.
Able Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
Able Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $241K in Q4 2025.
679 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.