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

Arista 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	$333K	Hold	6,215	–	–	0.04%	213
2026 Q1	$307K	Sell	6,215 -9	-0.1%	-$469	0.04%	210
2025 Q4	$341K	Buy	6,224 +9	+0.1%	+$480	0.04%	185
2025 Q3	$335K	Hold	6,215	–	–	0.04%	191
2025 Q2	$325K	Hold	6,215	–	–	0.05%	184
2025 Q1	$310K	Hold	6,215	–	–	0.08%	53
2024 Q4	$300K	Hold	6,215	–	–	0.07%	51
2024 Q3	$282K	Hold	6,215	–	–	0.07%	52
2024 Q2	$255K	Buy	+6,215	New	+$256K	0.07%	53
2024 Q1	–	Sell	-6,215	Closed	-$234K	–	56
2023 Q4	$234K	Buy	+6,215	New	+$215K	0.09%	51
2023 Q3	–	Sell	-6,215	Closed	-$210K	–	62
2023 Q2	$210K	Buy	+6,215	New	+$203K	0.09%	57
2023 Q1	–	Sell	-6,215	Closed	-$213K	–	66
2022 Q4	$213K	Buy	+6,215	New	+$210K	0.13%	61

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

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

Arista Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 6,215 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #213.

Arista Wealth Management first reported a position in XLF in Q4 2022 and has held it in 12 quarters since. The position peaked at $341K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Arista Wealth Management held 6,215 shares of State Street Financial Select Sector SPDR ETF worth $333K as of Q2 2026.
Arista Wealth Management 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 Arista Wealth Management's portfolio in Q2 2026, its #213 holding.
Arista Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Arista Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $341K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.