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

Aurora 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 Q3	$435K	Buy	8,155 +145	+2%	+$8.22K	0.27%	90
2026 Q2	$429K	Buy	8,010 +435	+6%	+$22.6K	0.27%	91
2026 Q1	$414K	Sell	7,575 -1,898	-20%	-$98.9K	0.29%	85
2025 Q4	$517K	Buy	+9,473	New	+$505K	0.34%	69
2025 Q2	$592K	Sell	11,309 -263	-2%	-$13K	0.44%	55
2025 Q1	$576K	Buy	11,572 +2,868	+33%	+$144K	0.46%	58
2024 Q4	$421K	Buy	8,704 +254	+3%	+$12.3K	0.32%	83
2024 Q3	$383K	Sell	8,450 -655	-7%	-$28.6K	0.3%	85
2024 Q2	$374K	Buy	9,105 +107	+1%	+$4.4K	0.33%	78
2024 Q1	$377K	Buy	8,998 +272	+3%	+$10.7K	0.33%	80
2023 Q4	$328K	Sell	8,726 -2,217	-20%	-$76.8K	0.31%	86
2023 Q3	$363K	Buy	10,943 +2,054	+23%	+$70.8K	0.4%	69
2023 Q2	$300K	Sell	8,889 -1,928	-18%	-$62.9K	0.34%	85
2023 Q1	$348K	Buy	10,817 +2,018	+23%	+$70.1K	0.37%	78
2022 Q4	$301K	Sell	8,799 -2,086	-19%	-$70.6K	0.34%	87
2022 Q3	$330K	Sell	10,885 -3,481	-24%	-$115K	0.15%	104
2022 Q2	$452K	Sell	14,366 -1,483	-9%	-$51.3K	0.2%	81
2022 Q1	$607K	Buy	15,849 +2,407	+18%	+$94.1K	0.25%	71
2021 Q4	$525K	Sell	13,442 -1,801	-12%	-$70.8K	0.23%	80
2021 Q3	$572K	Buy	15,243 +5,420	+55%	+$203K	0.23%	88
2021 Q2	$360K	Sell	9,823 -309	-3%	-$11.3K	0.14%	130
2021 Q1	$345K	Sell	10,132 -8,542	-46%	-$274K	0.14%	135
2020 Q4	$551K	Sell	18,674 -7	-0%	-$187	0.23%	94
2020 Q3	$450K	Buy	18,681 +421	+2%	+$10.2K	0.19%	100
2020 Q2	$423K	Sell	18,260 -10,260	-36%	-$233K	0.19%	96
2020 Q1	$594K	Buy	28,520 +10,012	+54%	+$276K	0.21%	106
2019 Q4	$570K	Buy	+18,508	New	+$543K	0.2%	86

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Aurora Private Wealth's XLF Position: Q3 2026 in Review

Aurora Private Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q3 2026, buying an estimated $8.22K and bringing the position to 8,155 shares worth $435K. The position accounts for 0.27% of the portfolio, ranked #90.

Aurora Private Wealth first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $607K in Q1 2022. 716 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Aurora Private Wealth held 8,155 shares of State Street Financial Select Sector SPDR ETF worth $435K as of Q3 2026.
Aurora Private Wealth bought 145 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $8.22K.
State Street Financial Select Sector SPDR ETF made up 0.27% of Aurora Private Wealth's portfolio in Q3 2026, its #90 holding.
Aurora Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Aurora Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $607K in Q1 2022.
716 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.