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

Fairvoy Private Wealth’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	$1.62M	Sell	30,263 -82,851	-73%	-$4.31M	0.33%	68
2026 Q1	$5.58M	Buy	113,114 +63,777	+129%	+$3.32M	1.33%	22
2025 Q4	$2.7M	Buy	49,337 +1,414	+3%	+$75.3K	0.61%	45
2025 Q3	$2.58M	Buy	47,923 +1,946	+4%	+$103K	0.59%	42
2025 Q2	$2.41M	Sell	45,977 -10,261	-18%	-$508K	0.6%	48
2025 Q1	$2.8M	Buy	56,238 +15,041	+37%	+$754K	0.77%	38
2024 Q4	$1.99M	Buy	+41,197	New	+$1.99M	0.53%	55

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

FFA

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

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

PAS

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Fairvoy Private Wealth's XLF Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 73% in Q2 2026, selling an estimated $4.31M and leaving 30,263 shares worth $1.62M. The position accounts for 0.33% of the portfolio, ranked #68.

Fairvoy Private Wealth first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.58M in Q1 2026. 391 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fairvoy Private Wealth held 30,263 shares of State Street Financial Select Sector SPDR ETF worth $1.62M as of Q2 2026.
Fairvoy Private Wealth sold 82,851 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.31M.
State Street Financial Select Sector SPDR ETF made up 0.33% of Fairvoy Private Wealth's portfolio in Q2 2026, its #68 holding.
Fairvoy Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Fairvoy Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $5.58M in Q1 2026.
391 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.