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

Arete Wealth Advisors’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	$744K	Sell	15,077 -8,714	-37%	-$454K	0.06%	241
2025 Q4	$1.3M	Buy	23,791 +736	+3%	+$39.2K	0.08%	239
2025 Q3	$1.24M	Buy	23,055 +1,092	+5%	+$57.9K	0.08%	241
2025 Q2	$1.15M	Buy	21,963 +3,846	+21%	+$190K	0.08%	235
2025 Q1	$902K	Buy	18,117 +6,712	+59%	+$337K	0.07%	262
2024 Q4	$551K	Buy	11,405 +1,387	+14%	+$67.1K	0.04%	388
2024 Q3	$453K	Buy	+10,018	New	+$437K	0.04%	400
2024 Q2	–	Sell	-12,484	Closed	-$526K	–	748
2024 Q1	$526K	Buy	12,484 +1,691	+16%	+$66.8K	0.05%	286
2023 Q4	$406K	Buy	+10,793	New	+$374K	0.03%	466
2023 Q3	–	Sell	-11,155	Closed	-$376K	–	741
2023 Q2	$376K	Sell	11,155 -3,897	-26%	-$127K	0.03%	430
2023 Q1	$484K	Sell	15,052 -3,012	-17%	-$105K	0.04%	351
2022 Q4	$618M	Sell	18,064 -332	-2%	-$11.2K	0.05%	288
2022 Q3	$558K	Buy	18,396 +4,327	+31%	+$143K	0.05%	278
2022 Q2	$443K	Sell	14,069 -2,191	-13%	-$75.7K	0.04%	269
2022 Q1	$623K	Buy	16,260 +3,741	+30%	+$146K	0.05%	245
2021 Q4	$493K	Buy	12,519 +540	+5%	+$21.2K	0.04%	290
2021 Q3	$450K	Buy	11,979 +733	+7%	+$27.4K	0.05%	270
2021 Q2	$250K	Sell	11,246 -36,669	-77%	-$1.34M	0.04%	290
2021 Q1	$1.63M	Buy	47,915 +38,745	+423%	+$1.24M	0.21%	104
2020 Q4	$269K	Sell	9,170 -3,305	-26%	-$88.4K	0.04%	323
2020 Q3	$303K	Sell	12,475 -7,131	-36%	-$173K	0.05%	288
2020 Q2	$454K	Buy	19,606 +5,939	+43%	+$135K	0.08%	234
2020 Q1	$285K	Sell	13,667 -626	-4%	-$17.2K	0.06%	249
2019 Q4	$440K	Buy	14,293 +1,443	+11%	+$42.4K	0.08%	251
2019 Q3	$360K	Sell	12,850 -395	-3%	-$10.9K	0.07%	268
2019 Q2	$366K	Sell	13,245 -2,109	-14%	-$57.1K	0.07%	267
2019 Q1	$395K	Buy	15,354 +1,178	+8%	+$30.4K	0.08%	248
2018 Q4	$338K	Buy	+14,176	New	+$368K	0.08%	253

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

Arete Wealth Advisors's XLF Position: Q1 2026 in Review

Arete Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 37% in Q1 2026, selling an estimated $454K and leaving 15,077 shares worth $744K. The position accounts for 0.06% of the portfolio, ranked #241.

Arete Wealth Advisors first reported a position in XLF in Q4 2018 and has held it in 28 quarters since. The position peaked at $618M in Q4 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Arete Wealth Advisors held 15,077 shares of State Street Financial Select Sector SPDR ETF worth $744K as of Q1 2026.
Arete Wealth Advisors sold 8,714 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $454K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q1 2026, its #241 holding.
Arete Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 28 quarters since.
Arete Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $618M in Q4 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.