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

Olistico 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 Q3	$60.4K	Hold	1,132	–	–	0.03%	152
2026 Q2	$60.7K	Hold	1,132	–	–	0.03%	151
2026 Q1	$55.9K	Hold	1,132	–	–	0.03%	154
2025 Q4	$62K	Buy	+1,132	New	+$60.3K	0.03%	145
2025 Q3	–	Sell	-1,132	Closed	-$59.3K	–	354
2025 Q2	$59.3K	Hold	1,132	–	–	0.03%	152
2025 Q1	$56.4K	Hold	1,132	–	–	0.03%	152
2024 Q4	$54.7K	Hold	1,132	–	–	0.03%	155
2024 Q3	$51.3K	Hold	1,132	–	–	0.03%	159
2024 Q2	$46.5K	Buy	+1,132	New	+$46.6K	0.03%	165

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Olistico Wealth's XLF Position: Q3 2026 in Review

Olistico Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 1,132 shares worth $60.4K. The position accounts for 0.03% of the portfolio, ranked #152.

Olistico Wealth first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $62K in Q4 2025. 608 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Olistico Wealth held 1,132 shares of State Street Financial Select Sector SPDR ETF worth $60.4K as of Q3 2026.
Olistico Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #152 holding.
Olistico Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's State Street Financial Select Sector SPDR ETF position peaked at $62K in Q4 2025.
608 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.