Alexis Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Alexis Investment Partners’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	-39,406	Closed	-$1.91M	–	42
2026 Q1	$1.91M	Buy	39,406 +4,226	+12%	+$220K	1.31%	21
2025 Q4	$1.94M	Buy	35,180 +1,232	+4%	+$65.6K	0.72%	26
2025 Q3	$1.84M	Buy	33,948 +8,998	+36%	+$477K	0.16%	25
2025 Q2	$1.3M	Buy	24,950 +1,386	+6%	+$68.6K	0.56%	26
2025 Q1	$1.16M	Buy	+23,564	New	+$1.18M	0.55%	29

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Alexis Investment Partners's XLF Position: Q2 2026 in Review

Alexis Investment Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 39,406 shares — an estimated $1.91M sold.

Alexis Investment Partners first reported a position in XLF in Q1 2025 and held it in 5 quarters. The position peaked at $1.94M in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Alexis Investment Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Alexis Investment Partners sold 39,406 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.91M.
Alexis Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
Alexis Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.94M in Q4 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.