Aventus Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Aventus Investment Advisors’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	$7.58M	Buy	141,340 +16,637	+13%	+$865K	5.55%	7
2026 Q1	$6.16M	Buy	124,703 +3,563	+3%	+$186K	5.21%	7
2025 Q4	$6.63M	Buy	121,140 +4,592	+4%	+$245K	5.38%	7
2025 Q3	$6.28M	Sell	116,548 -1,057	-0.9%	-$56K	5.35%	7
2025 Q2	$6.16M	Buy	+117,605	New	+$5.82M	5.54%	7

Other funds holding XLF

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Aventus Investment Advisors's XLF Position: Q2 2026 in Review

Aventus Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, buying an estimated $865K and bringing the position to 141,340 shares worth $7.58M. The position accounts for 5.55% of the portfolio, ranked #7.

Aventus Investment Advisors first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. 671 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Aventus Investment Advisors held 141,340 shares of State Street Financial Select Sector SPDR ETF worth $7.58M as of Q2 2026.
Aventus Investment Advisors bought 16,637 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $865K.
State Street Financial Select Sector SPDR ETF made up 5.55% of Aventus Investment Advisors's portfolio in Q2 2026, its #7 holding.
Aventus Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
671 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.