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

Aviance Capital Partners’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 		$592K Buy
11,051
+50
+0.5% +$2.6K 0.06% 238
2026
Q1 		$543K Buy
11,001
+75
+0.7% +$3.91K 0.06% 230
2025
Q4 		$598K Sell
10,926
-29
-0.3% -$1.54K 0.07% 219
2025
Q3 		$590K Buy
10,955
+1,852
+20% +$98.1K 0.07% 218
2025
Q2 		$477K Buy
9,103
+1
+0% +$49 0.06% 224
2025
Q1 		$453K Sell
9,102
-945
-9% -$47.4K 0.06% 226
2024
Q4 		$486K Buy
10,047
+1
+0% +$48 0.07% 215
2024
Q3 		$455K Buy
10,046
+25
+0.2% +$1.09K 0.06% 229
2024
Q2 		$412K Buy
10,021
+5,001
+100% +$206K 0.06% 225
2024
Q1 		$211K Sell
5,020
-300
-6% -$11.8K 0.03% 294
2023
Q4 		$200K Sell
5,320
-1,199
-18% -$41.5K 0.04% 241
2023
Q3 		$216K Sell
6,519
-599
-8% -$20.6K 0.05% 232
2023
Q2 		$240K Sell
7,118
-518
-7% -$16.9K 0.05% 227
2023
Q1 		$246K Buy
7,636
+615
+9% +$21.4K 0.05% 231
2022
Q4 		$240K Sell
7,021
-550
-7% -$18.6K 0.06% 248
2022
Q3 		$230K Sell
7,571
-399
-5% -$13.2K 0.06% 234
2022
Q2 		$251K Sell
7,970
-854
-10% -$29.5K 0.06% 234
2022
Q1 		$338K Buy
8,824
+278
+3% +$10.9K 0.06% 208
2021
Q4 		$334K Buy
8,546
+1,200
+16% +$47.2K 0.06% 213
2021
Q3 		$276K Buy
7,346
+400
+6% +$15K 0.05% 227
2021
Q2 		$255K Sell
6,946
-1,667
-19% -$61K 0.04% 229
2021
Q1 		$293K Buy
8,613
+200
+2% +$6.42K 0.06% 234
2020
Q4 		$248K Buy
+8,413
New +$225K 0.05% 235

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aviance Capital Partners's XLF Position: Q2 2026 in Review

Aviance Capital Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.45% in Q2 2026, buying an estimated $2.6K and bringing the position to 11,051 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #238.

Aviance Capital Partners first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $598K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Aviance Capital Partners held 11,051 shares of State Street Financial Select Sector SPDR ETF worth $592K as of Q2 2026.
  • Aviance Capital Partners bought 50 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of Aviance Capital Partners's portfolio in Q2 2026, its #238 holding.
  • Aviance Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Aviance Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $598K in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.