Claro Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Claro 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	$1.13M	Buy	20,987 +14	+0.1%	+$728	0.12%	151
2026 Q1	$1.04M	Buy	20,973 +1,976	+10%	+$103K	0.12%	143
2025 Q4	$1.04M	Sell	18,997 -623	-3%	-$33.2K	0.14%	127
2025 Q3	$1.06M	Buy	19,620 +2,062	+12%	+$109K	0.15%	117
2025 Q2	$920K	Sell	17,558 -41,313	-70%	-$2.04M	0.15%	128
2025 Q1	$2.93M	Buy	58,871 +2,407	+4%	+$121K	0.39%	49
2024 Q4	$2.73M	Sell	56,464 -11,894	-17%	-$575K	0.37%	50
2024 Q3	$3.1M	Buy	68,358 +43,941	+180%	+$1.92M	0.4%	50
2024 Q2	$1M	Buy	24,417 +9,241	+61%	+$380K	0.16%	123
2024 Q1	$639K	Buy	15,176 +2,864	+23%	+$113K	0.11%	200
2023 Q4	$463K	Buy	12,312 +2,086	+20%	+$72.2K	0.1%	225
2023 Q3	$339K	Sell	10,226 -2,769	-21%	-$95.4K	0.08%	250
2023 Q2	$438K	Sell	12,995 -711	-5%	-$23.2K	0.11%	210
2023 Q1	$441K	Buy	13,706 +330	+2%	+$11.5K	0.13%	195
2022 Q4	$457K	Sell	13,376 -1,570	-11%	-$53.1K	0.15%	172
2022 Q3	$470K	Hold	14,946	–	–	0.19%	133
2022 Q2	$470K	Buy	14,946 +6,553	+78%	+$226K	0.19%	133
2022 Q1	$328K	Hold	8,393	–	–	0.12%	188
2021 Q4	$328K	Buy	8,393 +2,490	+42%	+$97.9K	0.12%	188
2021 Q3	$222K	Buy	+5,903	New	+$221K	0.09%	221
2019 Q1	–	Sell	-1,469	Closed	-$41K	–	952
2018 Q4	$41K	Buy	+1,469	New	+$38.2K	0.03%	374

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Claro Advisors's XLF Position: Q2 2026 in Review

Claro Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.07% in Q2 2026, buying an estimated $728 and bringing the position to 20,987 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #151.

Claro Advisors first reported a position in XLF in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.1M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Claro Advisors held 20,987 shares of State Street Financial Select Sector SPDR ETF worth $1.13M as of Q2 2026.
Claro Advisors bought 14 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $728.
State Street Financial Select Sector SPDR ETF made up 0.12% of Claro Advisors's portfolio in Q2 2026, its #151 holding.
Claro Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 21 quarters since.
Claro Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.1M in Q3 2024.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.