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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Olistico Wealth's XLF Position: Q2 2026 in Review

Olistico Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,132 shares worth $60.7K. The position accounts for 0.03% of the portfolio, ranked #151.

Olistico Wealth first reported a position in XLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $62K in Q4 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Olistico Wealth held 1,132 shares of State Street Financial Select Sector SPDR ETF worth $60.7K as of Q2 2026.
  • Olistico Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #151 holding.
  • Olistico Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's State Street Financial Select Sector SPDR ETF position peaked at $62K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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