HIW
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Holos Integrated Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Holos Integrated 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 		– Sell
-13
Closed -$648 – 420
2026
Q1 		$648 Buy
+13
New +$677 ﹤0.01% 375

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
GI
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Holos Integrated Wealth's XLF Position: Q2 2026 in Review

Holos Integrated Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 13 shares — an estimated $648 sold.

Holos Integrated Wealth first reported a position in XLF in Q1 2026 and held it in 1 quarter. The position peaked at $648 in Q1 2026. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Holos Integrated Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 13 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $648.
  • Holos Integrated Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's State Street Financial Select Sector SPDR ETF position peaked at $648 in Q1 2026.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.