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

Latitude 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	$213K	Sell	3,979 -91	-2%	-$4.73K	0.09%	230
2026 Q1	$201K	Buy	4,070 +5	+0.1%	+$261	0.09%	211
2025 Q4	$223K	Buy	4,065 +172	+4%	+$9.16K	0.1%	210
2025 Q3	$210K	Sell	3,893 -244	-6%	-$12.9K	0.1%	207
2025 Q2	$217K	Sell	4,137 -20,506	-83%	-$1.01M	0.11%	193
2025 Q1	$1.23M	Buy	+24,643	New	+$1.24M	0.71%	34
2022 Q4	–	Sell	-7,833	Closed	-$238K	–	170
2022 Q3	$238K	Buy	+7,833	New	+$259K	0.2%	118
2022 Q2	–	Sell	-20,897	Closed	-$801K	–	326
2022 Q1	$801K	Buy	20,897 +12,138	+139%	+$474K	0.18%	116
2021 Q4	$342K	Sell	8,759 -72	-0.8%	-$2.83K	0.1%	209
2021 Q3	$331K	Buy	+8,831	New	+$330K	0.1%	190

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Latitude Advisors's XLF Position: Q2 2026 in Review

Latitude Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q2 2026, selling an estimated $4.73K and leaving 3,979 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #230.

Latitude Advisors first reported a position in XLF in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.23M in Q1 2025. 914 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Latitude Advisors held 3,979 shares of State Street Financial Select Sector SPDR ETF worth $213K as of Q2 2026.
Latitude Advisors sold 91 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.73K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Latitude Advisors's portfolio in Q2 2026, its #230 holding.
Latitude Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 10 quarters since.
Latitude Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.23M in Q1 2025.
914 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.