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
2023 Q2	–	Sell	-30,000	Closed	-$965K	–	369
2023 Q1	$965K	Hold	30,000	–	–	0.17%	72
2022 Q4	$1.03M	Buy	30,000 +20,000	+200%	+$676K	0.19%	74
2022 Q3	$304K	Buy	+10,000	New	+$331K	0.08%	181
2021 Q3	–	Sell	-7,200	Closed	-$264K	–	516
2021 Q2	$264K	Buy	+7,200	New	+$263K	0.04%	356

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.