AWM
XLF icon

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

Alterna 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 		$341K Sell
6,366
-1,894
-23% -$98.4K 0.2% 77
2026
Q1 		$408K Sell
8,260
-1,026
-11% -$53.5K 0.31% 67
2025
Q4 		$509K Sell
9,286
-273
-3% -$14.5K 0.42% 60
2025
Q3 		$515K Buy
9,559
+389
+4% +$20.6K 0.42% 58
2025
Q2 		$480K Sell
9,170
-438
-5% -$21.7K 0.38% 60
2025
Q1 		$479K Buy
9,608
+256
+3% +$12.8K 0.36% 56
2024
Q4 		$452K Sell
9,352
-57,390
-86% -$2.77M 0.38% 55
2024
Q3 		$3.02M Buy
66,742
+5,496
+9% +$240K 2.71% 11
2024
Q2 		$2.52M Buy
61,246
+35,149
+135% +$1.45M 2.21% 12
2024
Q1 		$1.1M Buy
26,097
+437
+2% +$17.3K 0.89% 24
2023
Q4 		$965K Sell
25,660
-59
-0.2% -$2.04K 1.16% 24
2023
Q3 		$853K Sell
25,719
-1,037
-4% -$35.7K 1.09% 28
2023
Q2 		$902K Sell
26,756
-1,716
-6% -$56K 1.04% 29
2023
Q1 		$915K Sell
28,472
-12,648
-31% -$440K 1.15% 25
2022
Q4 		$1.41M Sell
41,120
-459
-1% -$15.5K 1.58% 18
2022
Q3 		$1.26M Sell
41,579
-10,943
-21% -$362K 1.5% 22
2022
Q2 		$1.65M Buy
52,522
+85
+0.2% +$2.94K 1.68% 14
2022
Q1 		$2.01M Buy
52,437
+13,201
+34% +$516K 1.69% 17
2021
Q4 		$1.53M Buy
+39,236
New +$1.54M 1.27% 22
2020
Q4 		$539K Buy
18,281
+5,867
+47% +$157K 0.68% 40
2020
Q3 		$299K Sell
12,414
-112
-0.9% -$2.72K 0.43% 49
2020
Q2 		$290K Buy
+12,526
New +$284K 0.35% 79
2019
Q4 		– Sell
-26,893
Closed -$753K – 134
2019
Q3 		$753K Buy
+26,893
New +$742K 0.89% 28

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Alterna Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2026, selling an estimated $98.4K and leaving 6,366 shares worth $341K. The position accounts for 0.2% of the portfolio, ranked #77.

Alterna Wealth Management first reported a position in XLF in Q3 2019 and has held it in 23 quarters since. The position peaked at $3.02M in Q3 2024. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Alterna Wealth Management held 6,366 shares of State Street Financial Select Sector SPDR ETF worth $341K as of Q2 2026.
  • Alterna Wealth Management sold 1,894 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $98.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.2% of Alterna Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Alterna Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and has held it in 23 quarters since.
  • Alterna Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.02M in Q3 2024.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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