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

Kellett 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
2026 Q2	$244K	Sell	4,553 -63	-1%	-$3.27K	0.11%	86
2026 Q1	$228K	Buy	4,616 +6	+0.1%	+$313	0.12%	75
2025 Q4	$253K	Buy	+4,610	New	+$246K	0.14%	67
2024 Q2	–	Sell	-145,041	Closed	-$6.11M	–	88
2024 Q1	$6.11M	Buy	145,041 +25,493	+21%	+$1.01M	4.23%	8
2023 Q4	$4.5M	Buy	119,548 +100,185	+517%	+$3.47M	3.34%	9
2023 Q3	$642K	Buy	+19,363	New	+$667K	0.55%	24

Other funds holding XLF

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

Kellett Wealth Advisors's XLF Position: Q2 2026 in Review

Kellett Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q2 2026, selling an estimated $3.27K and leaving 4,553 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #86.

Kellett Wealth Advisors first reported a position in XLF in Q3 2023 and has held it in 6 quarters since. The position peaked at $6.11M in Q1 2024. 693 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kellett Wealth Advisors held 4,553 shares of State Street Financial Select Sector SPDR ETF worth $244K as of Q2 2026.
Kellett Wealth Advisors sold 63 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.27K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Kellett Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Kellett Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
Kellett Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6.11M in Q1 2024.
693 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.