Elevatus Welath Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Elevatus Welath Management’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	$676K	Buy	12,619 +1,305	+12%	+$67.8K	0.16%	106
2026 Q1	$559K	Buy	11,314 +57	+0.5%	+$2.97K	0.29%	64
2025 Q4	$617K	Buy	11,257 +39	+0.3%	+$2.08K	0.17%	79
2025 Q3	$604K	Buy	11,218 +37	+0.3%	+$1.96K	0.17%	66
2025 Q2	$586K	Hold	11,181	–	–	0.2%	60
2025 Q1	$557K	Hold	11,181	–	–	0.32%	48
2024 Q4	$540K	Hold	11,181	–	–	0.18%	53
2024 Q3	$507K	Buy	11,181 +1,315	+13%	+$57.4K	0.17%	53
2024 Q2	$406K	Hold	9,866	–	–	0.15%	70
2024 Q1	$416K	Hold	9,866	–	–	0.16%	60
2023 Q4	$371K	Sell	9,866 -729	-7%	-$25.2K	0.17%	60
2023 Q3	$351K	Buy	+10,595	New	+$365K	0.32%	46

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

Elevatus Welath Management's XLF Position: Q2 2026 in Review

Elevatus Welath Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, buying an estimated $67.8K and bringing the position to 12,619 shares worth $676K. The position accounts for 0.16% of the portfolio, ranked #106.

Elevatus Welath Management first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Elevatus Welath Management held 12,619 shares of State Street Financial Select Sector SPDR ETF worth $676K as of Q2 2026.
Elevatus Welath Management bought 1,305 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $67.8K.
State Street Financial Select Sector SPDR ETF made up 0.16% of Elevatus Welath Management's portfolio in Q2 2026, its #106 holding.
Elevatus Welath Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.