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

New Wave 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	$4.05M	Buy	75,574 +6,765	+10%	+$352K	1.1%	21
2026 Q1	$3.4M	Sell	68,809 -26,721	-28%	-$1.39M	1.18%	22
2025 Q4	$5.23M	Sell	95,530 -4,586	-5%	-$244K	1.91%	11
2025 Q3	$5.39M	Sell	100,116 -938	-0.9%	-$49.7K	2.1%	11
2025 Q2	$5.29M	Sell	101,054 -24,766	-20%	-$1.23M	2.25%	13
2025 Q1	$6.27M	Buy	125,820 +24,578	+24%	+$1.23M	2.81%	6
2024 Q4	$4.89M	Buy	101,242 +42,498	+72%	+$2.05M	2.01%	11
2024 Q3	$2.66M	Buy	58,744 +3,191	+6%	+$139K	1.23%	22
2024 Q2	$2.28M	Buy	+55,553	New	+$2.29M	1.23%	23

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

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

New Wave Wealth Advisors's XLF Position: Q2 2026 in Review

New Wave Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.8% in Q2 2026, buying an estimated $352K and bringing the position to 75,574 shares worth $4.05M. The position accounts for 1.1% of the portfolio, ranked #21.

New Wave Wealth Advisors first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.27M in Q1 2025. 762 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

New Wave Wealth Advisors held 75,574 shares of State Street Financial Select Sector SPDR ETF worth $4.05M as of Q2 2026.
New Wave Wealth Advisors bought 6,765 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $352K.
State Street Financial Select Sector SPDR ETF made up 1.1% of New Wave Wealth Advisors's portfolio in Q2 2026, its #21 holding.
New Wave Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6.27M in Q1 2025.
762 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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