Avior Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.95M | Buy |
55,012
+4,992
| +10% | +$259K | 0.08% | 205 |
|
|
2026
Q1 | $2.47M | Buy |
50,020
+9,514
| +23% | +$496K | 0.07% | 219 |
|
|
2025
Q4 | $2.22M | Buy |
40,506
+2,358
| +6% | +$126K | 0.07% | 187 |
|
|
2025
Q3 | $2.06M | Sell |
38,148
-4,517
| -11% | -$239K | 0.07% | 192 |
|
|
2025
Q2 | $2.23M | Sell |
42,665
-5,435
| -11% | -$269K | 0.08% | 173 |
|
|
2025
Q1 | $2.4M | Buy |
48,100
+5,283
| +12% | +$265K | 0.09% | 160 |
|
|
2024
Q4 | $2.07M | Sell |
42,817
-411
| -1% | -$19.9K | 0.08% | 171 |
|
|
2024
Q3 | $1.96M | Sell |
43,228
-822
| -2% | -$35.9K | 0.08% | 165 |
|
|
2024
Q2 | $1.81M | Sell |
44,050
-2,433
| -5% | -$100K | 0.08% | 172 |
|
|
2024
Q1 | $1.96M | Buy |
46,483
+45,652
| +5,494% | +$1.8M | 0.09% | 161 |
|
|
2023
Q4 | $31.3K | Buy |
831
+100
| +14% | +$3.46K | ﹤0.01% | 809 |
|
|
2023
Q3 | $24.3K | Hold |
731
| – | – | ﹤0.01% | 914 |
|
|
2023
Q2 | $24.7K | Hold |
731
| – | – | ﹤0.01% | 901 |
|
|
2023
Q1 | $23.5K | Hold |
731
| – | – | ﹤0.01% | 922 |
|
|
2022
Q4 | $25K | Sell |
731
-852
| -54% | -$28.8K | ﹤0.01% | 725 |
|
|
2022
Q3 | $48K | Buy |
1,583
+5
| +0.3% | +$165 | ﹤0.01% | 615 |
|
|
2022
Q2 | $49K | Sell |
1,578
-1,610
| -51% | -$55.6K | ﹤0.01% | 572 |
|
|
2022
Q1 | $122K | Buy |
3,188
+338
| +12% | +$13.2K | 0.01% | 487 |
|
|
2021
Q4 | $111K | Sell |
2,850
-605
| -18% | -$23.8K | 0.01% | 489 |
|
|
2021
Q3 | $129K | Buy |
3,455
+1,007
| +41% | +$37.7K | 0.01% | 462 |
|
|
2021
Q2 | $89K | Buy |
2,448
+104
| +4% | +$3.8K | 0.01% | 479 |
|
|
2021
Q1 | $79K | Buy |
2,344
+339
| +17% | +$10.9K | 0.01% | 491 |
|
|
2020
Q4 | $59K | Buy |
2,005
+4
| +0.2% | +$107 | 0.01% | 480 |
|
|
2020
Q3 | $48K | Buy |
2,001
+5
| +0.3% | +$122 | 0.01% | 502 |
|
|
2020
Q2 | $46K | Buy |
1,996
+846
| +74% | +$19.2K | 0.01% | 492 |
|
|
2020
Q1 | $23K | Sell |
1,150
-400
| -26% | -$11K | ﹤0.01% | 505 |
|
|
2019
Q4 | $47K | Buy |
1,550
+200
| +15% | +$5.87K | 0.01% | 467 |
|
|
2019
Q3 | $37K | Buy |
1,350
+194
| +17% | +$5.36K | 0.01% | 483 |
|
|
2019
Q2 | $32K | Buy |
1,156
+406
| +54% | +$11K | 0.01% | 489 |
|
|
2019
Q1 | $19K | Sell |
750
-405
| -35% | -$10.5K | ﹤0.01% | 493 |
|
|
2018
Q4 | $27K | Sell |
1,155
-117
| -9% | -$3.04K | 0.01% | 504 |
|
|
2018
Q3 | $35K | Buy |
1,272
+206
| +19% | +$5.76K | 0.01% | 507 |
|
|
2018
Q2 | $28K | Hold |
1,066
| – | – | 0.01% | 519 |
|
|
2018
Q1 | $29K | Hold |
1,066
| – | – | 0.01% | 522 |
|
|
2017
Q4 | $30K | Buy |
1,066
+316
| +42% | +$8.5K | 0.01% | 523 |
|
|
2017
Q3 | $19K | Buy |
750
+478
| +176% | +$11.9K | 0.01% | 283 |
|
|
2017
Q2 | $7K | Sell |
272
-2,271
| -89% | -$53.9K | ﹤0.01% | 349 |
|
|
2017
Q1 | $60K | Buy |
2,543
+907
| +55% | +$21.7K | 0.02% | 219 |
|
|
2016
Q4 | $38K | Buy |
1,636
+6
| +0.4% | +$129 | 0.01% | 231 |
|
|
2016
Q3 | $31K | Sell |
1,630
-218
| -12% | -$4.5K | 0.01% | 261 |
|
|
2016
Q2 | $37K | Sell |
1,848
-316
| -15% | -$6.4K | 0.02% | 225 |
|
|
2016
Q1 | $43K | Buy |
2,164
+320
| +17% | +$6.09K | 0.02% | 221 |
|
|
2015
Q4 | $39K | Buy |
1,844
+11
| +0.6% | +$232 | 0.02% | 193 |
|
|
2015
Q3 | $36K | Buy |
1,833
+9
| +0.5% | +$191 | 0.02% | 191 |
|
|
2015
Q2 | $39K | Buy |
1,824
+8
| +0.4% | +$173 | 0.03% | 151 |
|
|
2015
Q1 | $38K | Sell |
1,816
-847
| -32% | -$17.9K | 0.03% | 158 |
|
|
2014
Q4 | $58K | Buy |
2,663
+13
| +0.5% | +$272 | 0.05% | 125 |
|
|
2014
Q3 | $54K | Buy |
2,650
+12
| +0.5% | +$242 | 0.05% | 127 |
|
|
2014
Q2 | $53K | Buy |
2,638
+10
| +0.4% | +$195 | 0.04% | 128 |
|
|
2014
Q1 | $52K | Buy |
+2,628
| New | +$50.2K | 0.04% | 123 |
|
Other funds holding XLF
Avior Wealth Management's XLF Position: Q2 2026 in Review
Avior Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q2 2026, buying an estimated $259K and bringing the position to 55,012 shares worth $2.95M. The position accounts for 0.08% of the portfolio, ranked #205.
Avior Wealth Management first reported a position in XLF in Q1 2014 and has held it in 50 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Avior Wealth Management held 55,012 shares of State Street Financial Select Sector SPDR ETF worth $2.95M as of Q2 2026.
- Avior Wealth Management bought 4,992 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $259K.
- State Street Financial Select Sector SPDR ETF made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #205 holding.
- Avior Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 50 quarters since.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.