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Avantra Family Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Avantra Family 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
2025
Q4 		– Sell
-4,011
Closed -$216K – 164
2025
Q3 		$216K Buy
+4,011
New +$213K 0.16% 156

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Avantra Family Wealth's XLF Position: Q4 2025 in Review

Avantra Family Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 4,011 shares — an estimated $216K sold.

Avantra Family Wealth first reported a position in XLF in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Avantra Family Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 4,011 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $216K.
  • Avantra Family Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Avantra Family Wealth's State Street Financial Select Sector SPDR ETF position peaked at $216K in Q3 2025.
  • 1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Avantra Family Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.