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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aprio Wealth Management's XLF Position: Q1 2026 in Review

Aprio Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.26% in Q1 2026, selling an estimated $1.15K and leaving 8,490 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #405.

Aprio Wealth Management first reported a position in XLF in Q4 2019 and has held it in 3 quarters since. The position peaked at $2.66M in Q4 2019. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Aprio Wealth Management held 8,490 shares of State Street Financial Select Sector SPDR ETF worth $419K as of Q1 2026.
Aprio Wealth Management sold 22 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.15K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #405 holding.
Aprio Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 3 quarters since.
Aprio Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.66M in Q4 2019.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.