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Atlantic Edge Private Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Atlantic Edge Private 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 		$58.4K Hold
1,089
– – 0.01% 241
2026
Q1 		$53.8K Hold
1,089
– – 0.01% 233
2025
Q4 		$59.6K Hold
1,089
– – 0.01% 206
2025
Q3 		$58.7K Sell
1,089
-122
-10% -$6.46K 0.02% 205
2025
Q2 		$63.4K Hold
1,211
– – 0.02% 194
2025
Q1 		$60.3K Sell
1,211
-50
-4% -$2.51K 0.02% 187
2024
Q4 		$60.9K Hold
1,261
– – 0.02% 187
2024
Q3 		$57.1K Buy
1,261
+122
+11% +$5.32K 0.02% 192
2024
Q2 		$46.8K Hold
1,139
– – 0.02% 199
2024
Q1 		$48K Hold
1,139
– – 0.02% 195
2023
Q4 		$42.8K Buy
+1,139
New +$39.4K 0.02% 193

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Atlantic Edge Private Wealth Management's XLF Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,089 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #241.

Atlantic Edge Private Wealth Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.4K in Q2 2025. 810 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,089 shares of State Street Financial Select Sector SPDR ETF worth $58.4K as of Q2 2026.
  • Atlantic Edge Private 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 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Atlantic Edge Private Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $63.4K in Q2 2025.
  • 810 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.