B. Riley Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

B. Riley Wealth Advisors’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	$2.88M	Buy	53,678 +4,939	+10%	+$257K	0.15%	137
2026 Q1	$2.36M	Sell	48,739 -8,585	-15%	-$447K	0.15%	141
2025 Q4	$3.14M	Sell	57,324 -6,908	-11%	-$368K	0.14%	149
2025 Q3	$3.46M	Sell	64,232 -7,283	-10%	-$386K	0.16%	135
2025 Q2	$3.75M	Buy	+71,515	New	+$3.54M	0.18%	123
2024 Q4	$6.86M	Sell	141,981 -11,532	-8%	-$558K	0.22%	97
2024 Q3	$6.92M	Sell	153,513 -15,351	-9%	-$670K	0.19%	118
2024 Q2	$6.94M	Buy	168,864 +33,534	+25%	+$1.38M	0.18%	121
2024 Q1	$4.49M	Sell	135,330 -12,125	-8%	-$479K	0.12%	173
2023 Q4	$5.54M	Buy	147,455 +12,125	+9%	+$420K	0.15%	155
2023 Q3	$4.49M	Sell	135,330 -14,480	-10%	-$499K	0.12%	173
2023 Q2	$5.05M	Sell	149,810 -17,000	-10%	-$555K	0.11%	186
2023 Q1	$5.36M	Sell	166,810 -173,153	-51%	-$6.02M	0.14%	161
2022 Q4	$11.6M	Buy	339,963 +29,451	+9%	+$996K	0.33%	69
2022 Q3	$9.43M	Buy	310,512 +56,432	+22%	+$1.87M	0.28%	77
2022 Q2	$7.99M	Sell	254,080 -19,298	-7%	-$667K	0.34%	63
2022 Q1	$10.5M	Buy	273,378 +1,850	+0.7%	+$72.3K	0.34%	56
2021 Q4	$10.6M	Buy	271,528 +9,102	+3%	+$358K	0.31%	69
2021 Q3	$9.85M	Buy	262,426 +6,764	+3%	+$253K	0.31%	65
2021 Q2	$9.38M	Buy	255,662 +379	+0.1%	+$13.9K	0.3%	70
2021 Q1	$8.69M	Buy	255,283 +136,034	+114%	+$4.37M	0.31%	66
2020 Q4	$3.52M	Sell	119,249 -28,388	-19%	-$759K	0.19%	124
2020 Q3	$3.53M	Buy	147,637 +11,737	+9%	+$285K	0.19%	123
2020 Q2	$3.15M	Sell	135,900 -2,254	-2%	-$51.2K	0.21%	117
2020 Q1	$2.88M	Sell	138,154 -4,443	-3%	-$122K	0.25%	100
2019 Q4	$4.39M	Sell	142,597 -374	-0.3%	-$11K	0.37%	58
2019 Q3	$4M	Sell	142,971 -9,427	-6%	-$260K	0.39%	51
2019 Q2	$4.21M	Sell	152,398 -15,087	-9%	-$409K	0.46%	43
2019 Q1	$4.31M	Sell	167,485 -25,094	-13%	-$648K	0.54%	36
2018 Q4	$4.59M	Sell	192,579 -15,562	-7%	-$404K	0.65%	33
2018 Q3	$5.74M	Buy	208,141 +9,273	+5%	+$259K	0.68%	25
2018 Q2	$5.29M	Buy	198,868 +20,780	+12%	+$573K	0.7%	24
2018 Q1	$4.91M	Sell	178,088 -4,435	-2%	-$128K	0.69%	24
2017 Q4	$5.1M	Sell	182,523 -14,671	-7%	-$395K	0.69%	24
2017 Q3	$5.1M	Buy	197,194 +13,336	+7%	+$333K	0.85%	23
2017 Q2	$4.54M	Buy	183,858 +11,257	+7%	+$267K	0.82%	20
2017 Q1	$4.1M	Buy	172,601 +15,645	+10%	+$375K	0.82%	21
2016 Q4	$3.65M	Buy	156,956 +15,098	+11%	+$324K	0.74%	31
2016 Q3	$2.28M	Sell	141,858 -12,536	-8%	-$259K	0.45%	50
2016 Q2	$2.42M	Sell	154,394 -21,737	-12%	-$440K	0.48%	44
2016 Q1	$2.72M	Sell	176,131 -15,293	-8%	-$291K	0.63%	34
2015 Q4	$4.01M	Buy	191,424 +2,032	+1%	+$42.8K	0.81%	19
2015 Q3	$3.77M	Buy	189,392 +20,231	+12%	+$429K	0.91%	13
2015 Q2	$3.63M	Buy	169,161 +28,434	+20%	+$614K	0.9%	14
2015 Q1	$2.98M	Sell	140,727 -33,806	-19%	-$715K	0.73%	19
2014 Q4	$19.1K	Buy	174,533 +120,092	+221%	+$2.52M	0.41%	32
2014 Q3	$1.11M	Sell	54,441 -9,647	-15%	-$195K	0.29%	86
2014 Q2	$685K	Buy	64,088 +25,755	+67%	+$502K	0.16%	140
2014 Q1	$752K	Buy	38,333 +1,335	+4%	+$25.5K	0.23%	111
2013 Q4	$710K	Buy	36,998 +13,491	+57%	+$248K	0.23%	113
2013 Q3	$411K	Sell	23,507 -11,041	-32%	-$196K	0.14%	167
2013 Q2	$590K	Buy	+34,548	New	+$579K	0.2%	124

Other funds holding XLF

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

B. Riley Wealth Advisors's XLF Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q2 2026, buying an estimated $257K and bringing the position to 53,678 shares worth $2.88M. The position accounts for 0.15% of the portfolio, ranked #137.

B. Riley Wealth Advisors first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q4 2022. 693 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

B. Riley Wealth Advisors held 53,678 shares of State Street Financial Select Sector SPDR ETF worth $2.88M as of Q2 2026.
B. Riley Wealth Advisors bought 4,939 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $257K.
State Street Financial Select Sector SPDR ETF made up 0.15% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #137 holding.
B. Riley Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $11.6M in Q4 2022.
693 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.