Invera Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Invera Wealth Advisors’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
2025 Q2	–	Sell	-4,096	Closed	-$204K	–	93
2025 Q1	$204K	Sell	4,096 -139	-3%	-$6.97K	0.13%	89
2024 Q4	$215K	Sell	4,235 -15	-0.4%	-$725	0.21%	46
2024 Q3	$207K	Buy	+4,250	New	+$185K	0.21%	47

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invera Wealth Advisors's XLF Position: Q2 2025 in Review

Invera Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 4,096 shares — an estimated $204K sold.

Invera Wealth Advisors first reported a position in XLF in Q3 2024 and held it in 3 quarters. The position peaked at $215K in Q4 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Invera Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Invera Wealth Advisors sold 4,096 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $204K.
Invera Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
Invera Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $215K in Q4 2024.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Invera Wealth Advisors's 13F filing for Q2 2025, filed 29 Oct 2025.