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

Activest 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
Q2 		$1.96M Sell
36,562
-31,797
-47% -$1.65M 0.38% 29
2026
Q1 		$3.37M Sell
68,359
-8,626
-11% -$449K 0.59% 24
2025
Q4 		$4.22M Buy
76,985
+10,523
+16% +$561K 0.79% 19
2025
Q3 		$3.58M Buy
66,462
+3,443
+5% +$182K 0.73% 20
2025
Q2 		$3.3M Hold
63,019
– – 0.8% 18
2025
Q1 		$3.14M Buy
63,019
+1,965
+3% +$98.6K 0.84% 17
2024
Q4 		$2.95M Buy
61,054
+3,183
+6% +$154K 0.82% 19
2024
Q3 		$2.62M Sell
57,871
-4,229
-7% -$185K 0.81% 17
2024
Q2 		$2.55M Buy
62,100
+21,046
+51% +$866K 0.84% 16
2024
Q1 		$1.73M Buy
41,054
+5,448
+15% +$215K 0.83% 14
2023
Q4 		$1.34M Buy
35,606
+82
+0.2% +$2.84K 0.74% 18
2023
Q3 		$1.18M Buy
+35,524
New +$1.22M 0.73% 18
2023
Q2 		– Sell
-34,747
Closed -$1.13M – 427
2023
Q1 		$1.13M Sell
34,747
-212,252
-86% -$7.38M 0.72% 17
2022
Q4 		$8.47M Buy
246,999
+4,579
+2% +$155K 2.51% 6
2022
Q3 		$7.45M Buy
242,420
+201,631
+494% +$6.66M 2.41% 7
2022
Q2 		$1.28M Buy
40,789
+237
+0.6% +$8.19K 0.91% 11
2022
Q1 		$1.55M Buy
40,552
+7,619
+23% +$298K 1% 11
2021
Q4 		$1.29M Buy
32,933
+19,868
+152% +$781K 0.8% 18
2021
Q3 		$490K Sell
13,065
-133
-1% -$4.98K 0.33% 38
2021
Q2 		$484K Buy
13,198
+2,525
+24% +$92.4K 0.36% 33
2021
Q1 		$363K Buy
+10,673
New +$343K 0.3% 41

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Activest Wealth Management's XLF Position: Q2 2026 in Review

Activest Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 47% in Q2 2026, selling an estimated $1.65M and leaving 36,562 shares worth $1.96M. The position accounts for 0.38% of the portfolio, ranked #29.

Activest Wealth Management first reported a position in XLF in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.47M in Q4 2022. 713 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Activest Wealth Management held 36,562 shares of State Street Financial Select Sector SPDR ETF worth $1.96M as of Q2 2026.
  • Activest Wealth Management sold 31,797 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.65M.
  • State Street Financial Select Sector SPDR ETF made up 0.38% of Activest Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Activest Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $8.47M in Q4 2022.
  • 713 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.