AFC
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Ares Financial Consulting’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ares Financial Consulting’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 		$53.6K Hold
1,000
– – 0.04% 217
2026
Q1 		$49.4K Hold
1,000
– – 0.04% 215
2025
Q4 		$54.8K Buy
+1,000
New +$53.3K 0.05% 154

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Ares Financial Consulting's XLF Position: Q2 2026 in Review

Ares Financial Consulting held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,000 shares worth $53.6K. The position accounts for 0.04% of the portfolio, ranked #217.

Ares Financial Consulting first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.8K in Q4 2025. 1,114 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Ares Financial Consulting held 1,000 shares of State Street Financial Select Sector SPDR ETF worth $53.6K as of Q2 2026.
  • Ares Financial Consulting left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #217 holding.
  • Ares Financial Consulting first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's State Street Financial Select Sector SPDR ETF position peaked at $54.8K in Q4 2025.
  • 1,114 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.