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 Q3	$4.39M	Hold	82,253	–	–	1.28%	22
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

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

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

AIC

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

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Acima Private Wealth's XLF Position: Q3 2026 in Review

Acima Private Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 82,253 shares worth $4.39M. 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 30 quarters since. The position peaked at $4.57M in Q4 2024. 227 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Acima Private Wealth held 82,253 shares of State Street Financial Select Sector SPDR ETF worth $4.39M as of Q3 2026.
Acima Private Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 1.28% of Acima Private Wealth's portfolio in Q3 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 30 quarters since.
Acima Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $4.57M in Q4 2024.
227 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.