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Petredis Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Petredis Investment 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 		$107M Sell
2,002,084
-4,392
-0.2% -$228K 7.23% 2
2026
Q1 		$99.1M Buy
2,006,476
+85,325
+4% +$4.45M 8.1% 2
2025
Q4 		$105M Sell
1,921,151
-21,133
-1% -$1.13M 8.24% 2
2025
Q3 		$105M Sell
1,942,284
-5,733
-0.3% -$304K 8.39% 2
2025
Q2 		$102M Buy
1,948,017
+38,010
+2% +$1.88M 8.93% 1
2025
Q1 		$95.1M Buy
1,910,007
+97,968
+5% +$4.91M 9.95% 1
2024
Q4 		$87.6M Buy
1,812,039
+106,604
+6% +$5.15M 9.05% 2
2024
Q3 		$77.3M Buy
1,705,435
+47,447
+3% +$2.07M 8.22% 2
2024
Q2 		$68.2M Buy
1,657,988
+91,434
+6% +$3.76M 7.63% 2
2024
Q1 		$66M Buy
1,566,554
+38,070
+2% +$1.5M 7.91% 1
2023
Q4 		$57.5M Sell
1,528,484
-46,977
-3% -$1.63M 7.54% 1
2023
Q3 		$52.3M Buy
1,575,461
+3,176
+0.2% +$109K 7.43% 1
2023
Q2 		$53M Buy
1,572,285
+63,852
+4% +$2.08M 7.29% 1
2023
Q1 		$48.5M Buy
1,508,433
+16,132
+1% +$561K 7.56% 1
2022
Q4 		$51M Buy
+1,492,301
New +$50.5M 9.26% 1

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Petredis Investment Advisors's XLF Position: Q2 2026 in Review

Petredis Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.22% in Q2 2026, selling an estimated $228K and leaving 2,002,084 shares worth $107M. The position accounts for 7.23% of the portfolio, ranked #2.

Petredis Investment Advisors first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Petredis Investment Advisors held 2,002,084 shares of State Street Financial Select Sector SPDR ETF worth $107M as of Q2 2026.
  • Petredis Investment Advisors sold 4,392 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $228K.
  • State Street Financial Select Sector SPDR ETF made up 7.23% of Petredis Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Petredis Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.