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

Octavia 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	$655K	Sell	12,216 -498	-4%	-$25.9K	0.06%	101
2026 Q1	$628K	Sell	12,714 -446	-3%	-$23.2K	0.06%	109
2025 Q4	$721K	Sell	13,160 -729	-5%	-$38.8K	0.07%	107
2025 Q3	$748K	Buy	13,889 +1,009	+8%	+$53.5K	0.07%	100
2025 Q2	$675K	Buy	12,880 +89	+0.7%	+$4.41K	0.08%	96
2025 Q1	$637K	Sell	12,791 -532	-4%	-$26.7K	0.08%	100
2024 Q4	$644K	Sell	13,323 -393	-3%	-$19K	0.08%	96
2024 Q3	$622K	Sell	13,716 -784	-5%	-$34.2K	0.08%	98
2024 Q2	$596K	Sell	14,500 -293	-2%	-$12.1K	0.08%	104
2024 Q1	$623K	Sell	14,793 -5,341	-27%	-$211K	0.09%	98
2023 Q4	$757K	Buy	20,134 +1,302	+7%	+$45.1K	0.13%	86
2023 Q3	$625K	Buy	18,832 +309	+2%	+$10.6K	0.13%	87
2023 Q2	$624K	Buy	18,523 +121	+0.7%	+$3.95K	0.13%	85
2023 Q1	$592K	Hold	18,402	–	–	0.13%	83
2022 Q4	$629K	Sell	18,402 -2,101	-10%	-$71.1K	0.16%	80
2022 Q3	$622K	Buy	20,503 +1,585	+8%	+$52.4K	0.17%	74
2022 Q2	$596K	Buy	18,918 +3	+0%	+$104	0.16%	84
2022 Q1	$725K	Buy	18,915 +1,391	+8%	+$54.4K	0.16%	78
2021 Q4	$684K	Buy	17,524 +598	+4%	+$23.5K	0.15%	83
2021 Q3	$639K	Buy	16,926 +29	+0.2%	+$1.08K	0.16%	79
2021 Q2	$620K	Sell	16,897 -489	-3%	-$17.9K	0.16%	80
2021 Q1	$592K	Buy	17,386 +382	+2%	+$12.3K	0.18%	81
2020 Q4	$501K	Buy	+17,004	New	+$455K	0.16%	93

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Octavia Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.9% in Q2 2026, selling an estimated $25.9K and leaving 12,216 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #101.

Octavia Wealth Advisors first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $757K in Q4 2023. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Octavia Wealth Advisors held 12,216 shares of State Street Financial Select Sector SPDR ETF worth $655K as of Q2 2026.
Octavia Wealth Advisors sold 498 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $25.9K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Octavia Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Octavia Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Octavia Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $757K in Q4 2023.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.