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

Arkadios 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 Q2	$8.87M	Sell	165,472 -17,560	-10%	-$913K	0.13%	169
2026 Q1	$9.04M	Sell	183,032 -37,089	-17%	-$1.93M	0.15%	166
2025 Q4	$12.1M	Buy	220,121 +20,650	+10%	+$1.1M	0.23%	85
2025 Q3	$10.7M	Sell	199,471 -16,479	-8%	-$873K	0.26%	78
2025 Q2	$11.3M	Sell	215,950 -4,919	-2%	-$243K	0.33%	49
2025 Q1	$11M	Buy	220,869 +45,295	+26%	+$2.27M	0.42%	42
2024 Q4	$8.49M	Buy	175,574 +13,868	+9%	+$671K	0.46%	39
2024 Q3	$7.33M	Buy	161,706 +17,263	+12%	+$753K	0.42%	47
2024 Q2	$5.94M	Buy	144,443 +70,966	+97%	+$2.92M	0.4%	46
2024 Q1	$3.09M	Buy	73,477 +299	+0.4%	+$11.8K	0.24%	98
2023 Q4	$2.75M	Sell	73,178 -15,293	-17%	-$529K	0.23%	105
2023 Q3	$2.93M	Buy	88,471 +19,291	+28%	+$665K	0.28%	91
2023 Q2	$2.33M	Sell	69,180 -5,918	-8%	-$193K	0.27%	92
2023 Q1	$2.41M	Buy	75,098 +9,985	+15%	+$347K	0.29%	91
2022 Q4	$2.23M	Buy	65,113 +7,822	+14%	+$265K	0.3%	96
2022 Q3	$1.74M	Buy	57,291 +6,136	+12%	+$203K	0.26%	102
2022 Q2	$1.61M	Buy	51,155 +2	+0%	+$69	0.24%	113
2022 Q1	$1.96M	Sell	51,153 -3,430	-6%	-$134K	0.26%	101
2021 Q4	$2.13M	Buy	54,583 +10,756	+25%	+$423K	0.28%	88
2021 Q3	$1.64M	Sell	43,827 -42,498	-49%	-$1.59M	0.24%	103
2021 Q2	$3.17M	Buy	86,325 +58,649	+212%	+$2.15M	0.39%	63
2021 Q1	$942K	Buy	27,676 +6,697	+32%	+$215K	0.16%	163
2020 Q4	$618K	Buy	20,979 +16,866	+410%	+$451K	0.13%	167
2020 Q3	$103K	Buy	4,113 +922	+29%	+$22.4K	0.05%	285
2020 Q2	$75.6K	Sell	3,191 -2,496	-44%	-$56.7K	0.04%	302
2020 Q1	$118K	Buy	5,687 +6	+0.1%	+$165	0.08%	214
2019 Q4	$177K	Buy	+5,681	New	+$167K	0.11%	167

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

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

Arkadios Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.6% in Q2 2026, selling an estimated $913K and leaving 165,472 shares worth $8.87M. The position accounts for 0.13% of the portfolio, ranked #169.

Arkadios Wealth Advisors first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.1M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Arkadios Wealth Advisors held 165,472 shares of State Street Financial Select Sector SPDR ETF worth $8.87M as of Q2 2026.
Arkadios Wealth Advisors sold 17,560 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $913K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Arkadios Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Arkadios Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $12.1M 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.