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

Alteri 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	$1.16M	Buy	21,560 +1,081	+5%	+$56.2K	0.32%	76
2026 Q1	$1.01M	Sell	20,479 -394	-2%	-$20.5K	0.33%	69
2025 Q4	$1.14M	Sell	20,873 -517	-2%	-$27.5K	0.37%	62
2025 Q3	$1.15M	Buy	21,390 +481	+2%	+$25.5K	0.4%	55
2025 Q2	$1.09M	Buy	20,909 +98	+0.5%	+$4.85K	0.42%	52
2025 Q1	$1.04M	Buy	20,811 +1,077	+5%	+$54K	0.46%	55
2024 Q4	$954K	Buy	+19,734	New	+$954K	0.26%	56

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

Alteri Wealth's XLF Position: Q2 2026 in Review

Alteri Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.3% in Q2 2026, buying an estimated $56.2K and bringing the position to 21,560 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #76.

Alteri Wealth first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Alteri Wealth held 21,560 shares of State Street Financial Select Sector SPDR ETF worth $1.16M as of Q2 2026.
Alteri Wealth bought 1,081 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $56.2K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Alteri Wealth's portfolio in Q2 2026, its #76 holding.
Alteri Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.