Petra Financial Advisors’s SEI Select Small Cap ETF SEIS Stock Holding History

Petra Financial Advisors’s Portfolio SEIS Stock Details SEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$958K	Buy	+28,556	New	+$891K	0.44%	57
2026 Q1	–	Sell	-14,755	Closed	-$412K	–	160
2025 Q4	$412K	Buy	14,755 +279	+2%	+$7.74K	0.24%	103
2025 Q3	$405K	Buy	14,476 +297	+2%	+$7.98K	0.24%	105
2025 Q2	$363K	Buy	14,179 +573	+4%	+$13.7K	0.23%	105
2025 Q1	$324K	Buy	13,606 +2,662	+24%	+$67.6K	0.27%	85
2024 Q4	$280K	Buy	+10,944	New	+$291K	0.19%	112

Other funds holding SEIS

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Petra Financial Advisors's SEIS Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in SEI Select Small Cap ETF (SEIS) in Q2 2026: 28,556 shares worth $958K. The stake represents 0.44% of the portfolio and ranks #57 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SEIS as recently as Q4 2025.

Petra Financial Advisors first reported a position in SEIS in Q4 2024 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.

Petra Financial Advisors held 28,556 shares of SEI Select Small Cap ETF worth $958K as of Q2 2026.
SEI Select Small Cap ETF was a new Petra Financial Advisors position in Q2 2026.
SEI Select Small Cap ETF made up 0.44% of Petra Financial Advisors's portfolio in Q2 2026, its #57 holding.
Petra Financial Advisors first reported a position in SEI Select Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
35 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.