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Coquina Private Wealth LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Coquina Private Wealth LLC’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 		$282K Sell
5,263
-204
-4% -$10.6K 0.19% 79
2026
Q1 		$270K Sell
5,467
-3,165
-37% -$165K 0.22% 70
2025
Q4 		$473K Buy
+8,632
New +$460K 0.38% 39

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Coquina Private Wealth LLC's XLF Position: Q2 2026 in Review

Coquina Private Wealth LLC reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.7% in Q2 2026, selling an estimated $10.6K and leaving 5,263 shares worth $282K. The position accounts for 0.19% of the portfolio, ranked #79.

Coquina Private Wealth LLC first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $473K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Coquina Private Wealth LLC held 5,263 shares of State Street Financial Select Sector SPDR ETF worth $282K as of Q2 2026.
  • Coquina Private Wealth LLC sold 204 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.19% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #79 holding.
  • Coquina Private Wealth LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's State Street Financial Select Sector SPDR ETF position peaked at $473K in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.