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

Aprio 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	$395K	Sell	7,372 -1,118	-13%	-$58.1K	0.02%	441
2026 Q1	$419K	Sell	8,490 -22	-0.3%	-$1.15K	0.02%	405
2025 Q4	$466K	Buy	+8,512	New	+$454K	0.03%	333
2020 Q1	–	Sell	-86,485	Closed	-$2.66M	–	79
2019 Q4	$2.66M	Buy	+86,485	New	+$2.54M	1.96%	12

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

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

Aprio Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, selling an estimated $58.1K and leaving 7,372 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #441.

Aprio Wealth Management first reported a position in XLF in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.66M in Q4 2019. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Aprio Wealth Management held 7,372 shares of State Street Financial Select Sector SPDR ETF worth $395K as of Q2 2026.
Aprio Wealth Management sold 1,118 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $58.1K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #441 holding.
Aprio Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
Aprio Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.66M in Q4 2019.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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