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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.8K Buy
706
+31
+5% +$1.61K 0.01% 383
2026
Q1
$33.3K Buy
675
+100
+17% +$5.21K 0.01% 378
2025
Q4
$31.5K Hold
575
0.01% 353
2025
Q3
$31K Hold
575
0.01% 347
2025
Q2
$30.1K Buy
575
+402
+232% +$19.9K 0.01% 325
2025
Q1
$8.62K Buy
173
+87
+101% +$4.36K ﹤0.01% 466
2024
Q4
$4.16K Buy
+86
New +$4.16K ﹤0.01% 520

Other funds holding XLF

Aventura Private Wealth's XLF Position: Q2 2026 in Review

Aventura Private Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.6% in Q2 2026, buying an estimated $1.61K and bringing the position to 706 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #383.

Aventura Private Wealth first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Aventura Private Wealth held 706 shares of State Street Financial Select Sector SPDR ETF worth $37.8K as of Q2 2026.
  • Aventura Private Wealth bought 31 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.61K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #383 holding.
  • Aventura Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.