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

Innova 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 		$3.75M Buy
+69,962
New +$3.64M 1.53% 21
2026
Q1 		– Sell
-81,478
Closed -$4.46M – 180
2025
Q4 		$4.46M Sell
81,478
-3,157
-4% -$168K 2.25% 13
2025
Q3 		$4.56M Sell
84,635
-9,109
-10% -$483K 2.46% 11
2025
Q2 		$4.91M Sell
93,744
-7,201
-7% -$356K 2.89% 9
2025
Q1 		$5.03M Sell
100,945
-21,473
-18% -$1.08M 3.12% 7
2024
Q4 		$5.92M Buy
122,418
+116,819
+2,086% +$5.65M 3.73% 5
2024
Q3 		$254K Sell
5,599
-116,421
-95% -$5.08M 0.21% 65
2024
Q2 		$5.02M Sell
122,020
-2,113
-2% -$87K 3.59% 7
2024
Q1 		$5.23M Sell
124,133
-191
-0.2% -$7.54K 4.04% 3
2023
Q4 		$4.67M Buy
+124,324
New +$4.3M 4.02% 10
2023
Q1 		– Sell
-138,831
Closed -$4.75M – 59
2022
Q4 		$4.75M Buy
+138,831
New +$4.7M 4.17% 9
2022
Q2 		– Sell
-136,414
Closed -$5.23M – 74
2022
Q1 		$5.23M Sell
136,414
-8,103
-6% -$317K 3.76% 12
2021
Q4 		$5.64M Sell
144,517
-1,721
-1% -$67.6K 3.99% 11
2021
Q3 		$5.49M Buy
146,238
+5,745
+4% +$215K 4.35% 5
2021
Q2 		$5.16M Buy
140,493
+3,797
+3% +$139K 4.06% 5
2021
Q1 		$4.65M Sell
136,696
-6,955
-5% -$223K 3.95% 9
2020
Q4 		$4.24M Buy
+143,651
New +$3.84M 3.96% 9

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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Innova Wealth Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 69,962 shares worth $3.75M. The stake represents 1.53% of the portfolio and ranks #21 among its holdings. This is a return to the name: Innova Wealth Partners previously reported a position in XLF as recently as Q4 2025.

Innova Wealth Partners first reported a position in XLF in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.92M in Q4 2024. 870 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Innova Wealth Partners held 69,962 shares of State Street Financial Select Sector SPDR ETF worth $3.75M as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Innova Wealth Partners position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 1.53% of Innova Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Innova Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
  • Innova Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $5.92M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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