Arete Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Arete Wealth Advisors's XLF Position: Q2 2026 in Review

Arete Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q2 2026, buying an estimated $8.21K and bringing the position to 15,235 shares worth $817K. The position accounts for 0.05% of the portfolio, ranked #246.

Arete Wealth Advisors first reported a position in XLF in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.63M in Q1 2021. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

• Arete Wealth Advisors held 15,235 shares of State Street Financial Select Sector SPDR ETF worth $817K as of Q2 2026.
• Arete Wealth Advisors bought 158 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.21K.
• State Street Financial Select Sector SPDR ETF made up 0.05% of Arete Wealth Advisors's portfolio in Q2 2026, its #246 holding.
• Arete Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
• Arete Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.63M in Q1 2021.
• 1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.