Acima Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Acima Private Wealth’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	$4.41M	Hold	82,253	–	–	1.28%	22
2026 Q1	$4.06M	Hold	82,253	–	–	1.27%	22
2025 Q4	$4.5M	Hold	82,253	–	–	1.4%	22
2025 Q3	$4.43M	Hold	82,253	–	–	1.39%	22
2025 Q2	$4.31M	Hold	82,253	–	–	1.47%	22
2025 Q1	$4.1M	Sell	82,253 -12,354	-13%	-$620K	1.47%	22
2024 Q4	$4.57M	Hold	94,607	–	–	1.54%	21
2024 Q3	$4.29M	Hold	94,607	–	–	1.44%	21
2024 Q2	$3.89M	Hold	94,607	–	–	1.43%	20
2024 Q1	$3.98M	Hold	94,607	–	–	1.47%	18
2023 Q4	$3.56M	Hold	94,607	–	–	1.39%	19
2023 Q3	$3.14M	Hold	94,607	–	–	1.4%	21
2023 Q2	$3.19M	Hold	94,607	–	–	1.53%	22
2023 Q1	$3.04M	Hold	94,607	–	–	1.49%	22
2022 Q4	$3.24M	Hold	94,607	–	–	1.66%	17
2022 Q3	$2.87M	Hold	94,607	–	–	1.48%	22
2022 Q2	$2.98M	Hold	94,607	–	–	1.49%	21
2022 Q1	$3.63M	Hold	94,607	–	–	1.67%	16
2021 Q4	$3.69M	Hold	94,607	–	–	1.59%	21
2021 Q3	$3.55M	Hold	94,607	–	–	1.63%	21
2021 Q2	$3.47M	Hold	94,607	–	–	1.59%	21
2021 Q1	$3.22M	Hold	94,607	–	–	1.58%	22
2020 Q4	$2.79M	Hold	94,607	–	–	1.44%	24
2020 Q3	$2.28M	Buy	+94,607	New	+$2.3M	1.37%	24
2020 Q1	–	Sell	-8,816	Closed	-$271K	–	296
2019 Q4	$271K	Buy	8,816 +454	+5%	+$13.3K	0.19%	115
2019 Q3	$234K	Hold	8,362	–	–	0.18%	121
2019 Q2	$231K	Hold	8,362	–	–	0.18%	113
2019 Q1	$215K	Hold	8,362	–	–	0.18%	116
2018 Q4	$199K	Buy	+8,362	New	+$217K	0.19%	113

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

Acima Private Wealth's XLF Position: Q2 2026 in Review

Acima Private Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 82,253 shares worth $4.41M. The position accounts for 1.28% of the portfolio, ranked #22.

Acima Private Wealth first reported a position in XLF in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.57M in Q4 2024. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Acima Private Wealth held 82,253 shares of State Street Financial Select Sector SPDR ETF worth $4.41M as of Q2 2026.
Acima Private Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 1.28% of Acima Private Wealth's portfolio in Q2 2026, its #22 holding.
Acima Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Acima Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $4.57M in Q4 2024.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.