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

Ameliora 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	$536K	Hold	10,000	–	–	0.16%	68
2026 Q1	$494K	Hold	10,000	–	–	0.16%	67
2025 Q4	$548K	Hold	10,000	–	–	0.17%	68
2025 Q3	$539K	Hold	10,000	–	–	0.18%	66
2025 Q2	$524K	Hold	10,000	–	–	0.19%	66
2025 Q1	$498K	Hold	10,000	–	–	0.19%	61
2024 Q4	$483K	Buy	+10,000	New	+$484K	0.18%	64
2024 Q2	–	Sell	-4,000	Closed	-$168K	–	198
2024 Q1	$168K	Buy	+4,000	New	+$158K	0.08%	97

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameliora Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 10,000 shares worth $536K. The position accounts for 0.16% of the portfolio, ranked #68.

Ameliora Wealth Management first reported a position in XLF in Q1 2024 and has held it in 8 quarters since. The position peaked at $548K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ameliora Wealth Management held 10,000 shares of State Street Financial Select Sector SPDR ETF worth $536K as of Q2 2026.
Ameliora Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.16% of Ameliora Wealth Management's portfolio in Q2 2026, its #68 holding.
Ameliora Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Ameliora Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $548K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.