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Apella Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Apella Capital’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
-2,200
Closed -$115K – 738
2026
Q1 		$115K Buy
+2,200
New +$115K ﹤0.01% 663

Other funds holding XLF

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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Apella Capital's XLF Position: Q2 2026 in Review

Apella Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, selling an estimated $38.8K and leaving 3,614 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Apella Capital first reported a position in XLF in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 339 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Apella Capital held 3,614 shares of State Street Financial Select Sector SPDR ETF worth $203K as of Q2 2026.
  • Apella Capital sold 746 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.8K.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #671 holding.
  • Apella Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's State Street Financial Select Sector SPDR ETF position peaked at $229K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.