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

Apollon 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 		$1.73M Buy
32,190
+529
+2% +$27.5K 0.02% 529
2026
Q1 		$1.56M Buy
31,661
+61
+0.2% +$3.18K 0.03% 446
2025
Q4 		$1.73M Sell
31,600
-12,055
-28% -$642K 0.03% 402
2025
Q3 		$2.35M Buy
43,655
+591
+1% +$31.3K 0.04% 352
2025
Q2 		$2.26M Sell
43,064
-1,844
-4% -$91.3K 0.04% 341
2025
Q1 		$2.24M Buy
44,908
+2,122
+5% +$106K 0.05% 308
2024
Q4 		$2.07M Buy
42,786
+14,663
+52% +$709K 0.05% 333
2024
Q3 		$1.27M Sell
28,123
-877
-3% -$38.3K 0.04% 410
2024
Q2 		$1.19M Sell
29,000
-3,770
-12% -$155K 0.04% 414
2024
Q1 		$1.38M Buy
32,770
+12,276
+60% +$485K 0.04% 374
2023
Q4 		$771K Buy
20,494
+1,565
+8% +$54.2K 0.03% 535
2023
Q3 		$628K Sell
18,929
-74,982
-80% -$2.58M 0.03% 487
2023
Q2 		$3.17M Buy
93,911
+69,422
+283% +$2.27M 0.15% 139
2023
Q1 		$787K Sell
24,489
-8,063
-25% -$280K 0.05% 394
2022
Q4 		$1.11M Sell
32,552
-2,190
-6% -$74.1K 0.08% 269
2022
Q3 		$1.05M Sell
34,742
-5,218
-13% -$172K 0.09% 230
2022
Q2 		$1.26M Sell
39,960
-7,148
-15% -$247K 0.1% 216
2022
Q1 		$1.8M Buy
47,108
+10,343
+28% +$404K 0.13% 173
2021
Q4 		$1.94M Buy
36,765
+12,153
+49% +$478K 0.14% 161
2021
Q3 		$924K Sell
24,612
-9,409
-28% -$352K 0.13% 152
2021
Q2 		$1.25M Buy
34,021
+3,803
+13% +$139K 0.22% 85
2021
Q1 		$1.03M Buy
30,218
+5,570
+23% +$179K 0.2% 101
2020
Q4 		$727K Buy
+24,648
New +$659K 0.2% 100
2020
Q3 		– Sell
-2,276
Closed -$53K – 697
2020
Q2 		$53K Buy
+2,276
New +$51.7K 0.03% 243

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

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

Apollon Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 32,190 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #529.

Apollon Wealth Management first reported a position in XLF in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.17M in Q2 2023. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Apollon Wealth Management held 32,190 shares of State Street Financial Select Sector SPDR ETF worth $1.73M as of Q2 2026.
  • Apollon Wealth Management bought 529 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $27.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #529 holding.
  • Apollon Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • Apollon Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.17M in Q2 2023.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.