EWP
XLF icon

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

Elevation Wealth Partners’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 		$123K Buy
2,289
+282
+14% +$14.7K 0.04% 170
2026
Q1 		$99.1K Buy
2,007
+10
+0.5% +$521 0.04% 167
2025
Q4 		$109K Buy
1,997
+7
+0.4% +$373 0.04% 162
2025
Q3 		$107K Buy
1,990
+6
+0.3% +$318 0.04% 165
2025
Q2 		$104K Buy
1,984
+7
+0.4% +$346 0.04% 171
2025
Q1 		$98.5K Buy
1,977
+7
+0.4% +$351 0.04% 175
2024
Q4 		$95.2K Sell
1,970
-242
-11% -$11.7K 0.04% 175
2024
Q3 		$100K Buy
2,212
+257
+13% +$11.2K 0.04% 166
2024
Q2 		$80.4K Buy
1,955
+8
+0.4% +$329 0.04% 176
2024
Q1 		$82K Buy
1,947
+7
+0.4% +$276 0.04% 177
2023
Q4 		$64.3K Hold
1,940
– – 0.04% 189
2023
Q3 		$64.3K Hold
1,940
– – 0.06% 133
2023
Q2 		$65.4K Hold
1,940
– – 0.06% 134
2023
Q1 		$62.4K Buy
+1,940
New +$67.4K 0.06% 136

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Elevation Wealth Partners's XLF Position: Q2 2026 in Review

Elevation Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,289 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #170.

Elevation Wealth Partners first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. 808 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Elevation Wealth Partners held 2,289 shares of State Street Financial Select Sector SPDR ETF worth $123K as of Q2 2026.
  • Elevation Wealth Partners bought 282 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $14.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #170 holding.
  • Elevation Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.