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

Maia 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 		$353K Buy
6,589
+2,140
+48% +$111K 0.05% 266
2026
Q1 		$220K Buy
+4,449
New +$232K 0.04% 329
2025
Q3 		– Sell
-3,899
Closed -$204K – 365
2025
Q2 		$204K Buy
+3,899
New +$193K 0.04% 313

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
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 $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
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

Maia Wealth's XLF Position: Q2 2026 in Review

Maia Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 48% in Q2 2026, buying an estimated $111K and bringing the position to 6,589 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #266.

Maia Wealth first reported a position in XLF in Q2 2025 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Maia Wealth held 6,589 shares of State Street Financial Select Sector SPDR ETF worth $353K as of Q2 2026.
  • Maia Wealth bought 2,140 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #266 holding.
  • Maia Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.