Nearside Advisors, LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Nearside Advisors, 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 Q3	$203K	Buy	+3,796	New	+$215K	0.14%	47

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Nearside Advisors, LLC's XLF Position: Q3 2026 in Review

Nearside Advisors, LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 3,796 shares worth $203K. The stake represents 0.14% of the portfolio and ranks #47 among its holdings.

671 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Nearside Advisors, LLC held 3,796 shares of State Street Financial Select Sector SPDR ETF worth $203K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new Nearside Advisors, LLC position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.14% of Nearside Advisors, LLC's portfolio in Q3 2026, its #47 holding.
671 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Nearside Advisors, LLC's 13F filing for Q3 2026, filed 20 Oct 2026.