AWE
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Avidian Wealth Enterprises’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-500
Closed -$36K – 585
2021
Q4 		$36K Buy
+500
New +$19.7K ﹤0.01% 525
2020
Q3 		– Sell
-500
Closed -$1K – 310
2020
Q2 		$1K Buy
+500
New +$11.4K ﹤0.01% 261

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Avidian Wealth Enterprises's XLF Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.1% in Q2 2026, selling an estimated $56.8K and leaving 12,467 shares worth $668K. The position accounts for 0.02% of the portfolio, ranked #411.

Avidian Wealth Enterprises first reported a position in XLF in Q4 2013 and has held it in 51 quarters since. The position peaked at $25.1M in Q2 2015. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Avidian Wealth Enterprises held 12,467 shares of State Street Financial Select Sector SPDR ETF worth $668K as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,093 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $56.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #411 holding.
  • Avidian Wealth Enterprises first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
  • Avidian Wealth Enterprises's State Street Financial Select Sector SPDR ETF position peaked at $25.1M in Q2 2015.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.