Ashton Thomas Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ashton Thomas Private Wealth’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	$10.6M	Buy	198,035 +75,731	+62%	+$3.94M	0.22%	100
2026 Q1	$6.04M	Sell	122,304 -19,083	-13%	-$994K	0.14%	154
2025 Q4	$7.74M	Sell	141,387 -75,388	-35%	-$4.02M	0.19%	116
2025 Q3	$11.7M	Buy	216,775 +72,908	+51%	+$3.86M	0.3%	76
2025 Q2	$7.53M	Sell	143,867 -55,438	-28%	-$2.74M	0.27%	92
2025 Q1	$9.93M	Buy	199,305 +5,686	+3%	+$285K	0.38%	61
2024 Q4	$9.36M	Buy	193,619 +7,077	+4%	+$342K	0.36%	64
2024 Q3	$8.45M	Sell	186,542 -43,579	-19%	-$1.9M	0.45%	54
2024 Q2	$9.46M	Sell	230,121 -21,153	-8%	-$871K	0.52%	43
2024 Q1	$10.6M	Buy	251,274 +19,932	+9%	+$787K	0.61%	36
2023 Q4	$8.7M	Buy	231,342 +9,710	+4%	+$336K	0.55%	37
2023 Q3	$7.35M	Buy	221,632 +54,704	+33%	+$1.89M	0.54%	41
2023 Q2	$5.63M	Sell	166,928 -74,262	-31%	-$2.42M	0.43%	61
2023 Q1	$7.75M	Buy	241,190 +55,054	+30%	+$1.91M	0.68%	29
2022 Q4	$6.37M	Buy	186,136 +68,513	+58%	+$2.32M	0.63%	34
2022 Q3	$3.57M	Sell	117,623 -21,265	-15%	-$703K	0.4%	65
2022 Q2	$4.37M	Sell	138,888 -80,653	-37%	-$2.79M	0.47%	55
2022 Q1	$8.41M	Sell	219,541 -44,603	-17%	-$1.74M	0.74%	26
2021 Q4	$10.3M	Buy	264,144 +76,653	+41%	+$3.01M	1%	15
2021 Q3	$7.04M	Buy	187,491 +29,632	+19%	+$1.11M	1.02%	21
2021 Q2	$5.79M	Buy	157,859 +13,965	+10%	+$511K	0.88%	24
2021 Q1	$4.9M	Buy	143,894 +39,284	+38%	+$1.26M	0.83%	27
2020 Q4	$3.08M	Buy	104,610 +12,055	+13%	+$323K	0.59%	42
2020 Q3	$2.23M	Buy	92,555 +42,956	+87%	+$1.04M	0.56%	44
2020 Q2	$1.15M	Buy	49,599 +35,749	+258%	+$812K	0.34%	81
2020 Q1	$288K	Sell	13,850 -2,753	-17%	-$75.8K	0.12%	177
2019 Q4	$511K	Buy	16,603 +8,620	+108%	+$253K	0.17%	140
2019 Q3	$224K	Sell	7,983 -1,526	-16%	-$42.1K	0.09%	171
2019 Q2	$262K	Buy	+9,509	New	+$258K	0.1%	159

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

Ashton Thomas Private Wealth's XLF Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 62% in Q2 2026, buying an estimated $3.94M and bringing the position to 198,035 shares worth $10.6M. The position accounts for 0.22% of the portfolio, ranked #100.

Ashton Thomas Private Wealth first reported a position in XLF in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.7M in Q3 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ashton Thomas Private Wealth held 198,035 shares of State Street Financial Select Sector SPDR ETF worth $10.6M as of Q2 2026.
Ashton Thomas Private Wealth bought 75,731 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.94M.
State Street Financial Select Sector SPDR ETF made up 0.22% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #100 holding.
Ashton Thomas Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
Ashton Thomas Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $11.7M in Q3 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.