Avestar Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Avestar Capital’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 Q1	$292K	Sell	5,915 -49	-0.8%	-$2.55K	0.02%	449
2025 Q4	$327K	Buy	5,964 +1	+0%	+$53	0.02%	403
2025 Q3	$321K	Hold	5,963	–	–	0.02%	405
2025 Q2	$312K	Sell	5,963 -194	-3%	-$9.6K	0.02%	384
2025 Q1	$307K	Sell	6,157 -1,171	-16%	-$58.7K	0.03%	371
2024 Q4	$354K	Buy	7,328 +1,173	+19%	+$56.7K	0.03%	347
2024 Q3	$279K	Sell	6,155 -635	-9%	-$27.7K	0.03%	361
2024 Q2	$279K	Buy	6,790 +1	+0%	+$41	0.03%	349
2024 Q1	$286K	Buy	6,789 +1	+0%	+$39	0.03%	350
2023 Q4	$255K	Sell	6,788 -300	-4%	-$10.4K	0.03%	320
2023 Q3	$235K	Buy	7,088 +832	+13%	+$28.7K	0.03%	299
2023 Q2	$211K	Buy	6,256 +155	+3%	+$5.06K	0.03%	303
2023 Q1	$196K	Sell	6,101 -1,876	-24%	-$65.2K	0.04%	296
2022 Q4	$273K	Buy	7,977 +492	+7%	+$16.6K	0.05%	226
2022 Q3	$227K	Sell	7,485 -3,078	-29%	-$102K	0.06%	234
2022 Q2	$332K	Buy	10,563 +105	+1%	+$3.63K	0.08%	188
2022 Q1	$401K	Buy	10,458 +1,840	+21%	+$71.9K	0.06%	262
2021 Q4	$337K	Buy	8,618 +2,134	+33%	+$83.9K	0.04%	324
2021 Q3	$243K	Sell	6,484 -7,573	-54%	-$283K	0.03%	389
2021 Q2	$516K	Buy	14,057 +7,573	+117%	+$277K	0.07%	259
2021 Q1	$233K	Buy	+6,484	New	+$208K	0.05%	289
2020 Q1	–	Sell	-13,162	Closed	-$405K	–	202
2019 Q4	$405K	Sell	13,162 -1,486	-10%	-$43.6K	0.23%	93
2019 Q3	$410K	Buy	14,648 +11,788	+412%	+$325K	0.25%	83
2019 Q2	$78K	Hold	2,860	–	–	0.05%	238
2019 Q1	$73K	Sell	2,860 -2,912	-50%	-$75.2K	0.05%	237
2018 Q4	$137K	Hold	5,772	–	–	0.09%	132
2018 Q3	$158K	Buy	5,772 +1,000	+21%	+$28K	0.09%	144
2018 Q2	$126K	Buy	4,772 +4,562	+2,172%	+$126K	0.08%	173
2018 Q1	$5K	Hold	210	–	–	﹤0.01%	548
2017 Q4	$5K	Buy	+210	New	+$5.65K	﹤0.01%	559

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avestar Capital's XLF Position: Q1 2026 in Review

Avestar Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.82% in Q1 2026, selling an estimated $2.55K and leaving 5,915 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #449.

Avestar Capital first reported a position in XLF in Q4 2017 and has held it in 30 quarters since. The position peaked at $516K in Q2 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Avestar Capital held 5,915 shares of State Street Financial Select Sector SPDR ETF worth $292K as of Q1 2026.
Avestar Capital sold 49 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.55K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Avestar Capital's portfolio in Q1 2026, its #449 holding.
Avestar Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 30 quarters since.
Avestar Capital's State Street Financial Select Sector SPDR ETF position peaked at $516K in Q2 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.