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NorthAvenue LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

NorthAvenue LLC’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 		$48.1K Sell
898
-253
-22% -$13.1K 0.03% 73
2026
Q1 		$56.8K Hold
1,151
– – 0.05% 60
2025
Q4 		$63K Buy
+1,151
New +$61.3K 0.05% 63

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

NorthAvenue LLC's XLF Position: Q2 2026 in Review

NorthAvenue LLC reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q2 2026, selling an estimated $13.1K and leaving 898 shares worth $48.1K. The position accounts for 0.03% of the portfolio, ranked #73.

NorthAvenue LLC first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $63K in Q4 2025. 830 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • NorthAvenue LLC held 898 shares of State Street Financial Select Sector SPDR ETF worth $48.1K as of Q2 2026.
  • NorthAvenue LLC sold 253 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of NorthAvenue LLC's portfolio in Q2 2026, its #73 holding.
  • NorthAvenue LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's State Street Financial Select Sector SPDR ETF position peaked at $63K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.