Avion Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Avion Wealth’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	$176K	Buy	3,582 +464	+15%	+$24.2K	0.04%	110
2025 Q4	$170K	Hold	3,118	–	–	0.04%	116
2025 Q3	$167K	Hold	3,118	–	–	0.04%	113
2025 Q2	$163K	Hold	3,118	–	–	0.04%	104
2025 Q1	$150K	Hold	3,118	–	–	0.04%	103
2024 Q4	$150K	Sell	3,118 -2,921	-48%	-$141K	0.04%	103
2024 Q3	$273K	Sell	6,039 -890	-13%	-$38.8K	0.07%	66
2024 Q2	$284K	Buy	6,929 +707	+11%	+$29.1K	0.08%	61
2024 Q1	$263K	Buy	6,222 +153	+3%	+$6.04K	0.07%	65
2023 Q4	$228K	Hold	6,069	–	–	0.06%	69
2023 Q3	$201K	Hold	6,069	–	–	0.06%	68
2023 Q2	$204K	Buy	6,069 +1	+0%	+$33	0.05%	70
2023 Q1	$207K	Hold	6,068	–	–	0.06%	65
2022 Q4	$184K	Hold	6,068	–	–	0.06%	66
2022 Q3	$184K	Hold	6,068	–	–	0.06%	66
2022 Q2	$191K	Hold	6,068	–	–	0.06%	62
2022 Q1	$233K	Hold	6,068	–	–	0.07%	55
2021 Q4	$237K	Buy	6,068 +1	+0%	+$39	0.07%	51
2021 Q3	$228K	Hold	6,067	–	–	0.07%	45
2021 Q2	$223K	Buy	6,067 +30	+0.5%	+$1.1K	0.07%	46
2021 Q1	$206K	Hold	6,037	–	–	0.07%	43
2020 Q4	$178K	Buy	6,037 +589	+11%	+$15.8K	0.06%	47
2020 Q3	$131K	Hold	5,448	–	–	0.04%	49
2020 Q2	$126K	Hold	5,448	–	–	0.04%	46
2020 Q1	$113K	Buy	+5,448	New	+$150K	0.05%	46

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

Avion Wealth's XLF Position: Q1 2026 in Review

Avion Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q1 2026, buying an estimated $24.2K and bringing the position to 3,582 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #110.

Avion Wealth first reported a position in XLF in Q1 2020 and has held it in 25 quarters since. The position peaked at $284K in Q2 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Avion Wealth held 3,582 shares of State Street Financial Select Sector SPDR ETF worth $176K as of Q1 2026.
Avion Wealth bought 464 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $24.2K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Avion Wealth's portfolio in Q1 2026, its #110 holding.
Avion Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's State Street Financial Select Sector SPDR ETF position peaked at $284K in Q2 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.