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 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 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

Aviance Capital Partners's XLF Position: Q1 2026 in Review

Aviance Capital Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.69% in Q1 2026, buying an estimated $3.91K and bringing the position to 11,001 shares worth $543K. The position accounts for 0.06% of the portfolio, ranked #230.

Aviance Capital Partners first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $598K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Aviance Capital Partners held 11,001 shares of State Street Financial Select Sector SPDR ETF worth $543K as of Q1 2026.
Aviance Capital Partners bought 75 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.91K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Aviance Capital Partners's portfolio in Q1 2026, its #230 holding.
Aviance Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Aviance Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $598K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.