Optivise Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Optivise Advisory Services’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	$545K	Buy	10,165 +389	+4%	+$20.2K	0.28%	100
2026 Q1	$483K	Sell	9,776 -468	-5%	-$24.4K	0.29%	87
2025 Q4	$561K	Sell	10,244 -725	-7%	-$38.6K	0.32%	84
2025 Q3	$591K	Buy	10,969 +2,182	+25%	+$116K	0.35%	72
2025 Q2	$460K	Buy	8,787 +2,088	+31%	+$103K	0.24%	100
2025 Q1	$334K	Buy	+6,699	New	+$336K	0.19%	115

Other funds holding XLF

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Optivise Advisory Services's XLF Position: Q2 2026 in Review

Optivise Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4% in Q2 2026, buying an estimated $20.2K and bringing the position to 10,165 shares worth $545K. The position accounts for 0.28% of the portfolio, ranked #100.

Optivise Advisory Services first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $591K in Q3 2025. 658 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Optivise Advisory Services held 10,165 shares of State Street Financial Select Sector SPDR ETF worth $545K as of Q2 2026.
Optivise Advisory Services bought 389 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.2K.
State Street Financial Select Sector SPDR ETF made up 0.28% of Optivise Advisory Services's portfolio in Q2 2026, its #100 holding.
Optivise Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Optivise Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $591K in Q3 2025.
658 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.