PVI
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Pine Valley Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pine Valley Investments’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
2025
Q2 		– Hold
0
– -$299K – 606
2025
Q1 		– Hold
0
– – – 423
2024
Q4 		– Hold
0
– – – 182
2024
Q3 		– Hold
0
– – – 333
2024
Q2 		– Hold
0
– – – 66
2024
Q1 		– Hold
0
– – – 102
2023
Q4 		– Hold
0
– – – 329
2023
Q3 		– Hold
0
– -$674K – 500
2023
Q2 		– Hold
0
– – – 229
2023
Q1 		– Hold
0
– – – 198

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Pine Valley Investments's XLF Position: Q2 2026 in Review

Pine Valley Investments increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q2 2026, buying an estimated $229K and bringing the position to 75,594 shares worth $4.05M. The position accounts for 0.16% of the portfolio, ranked #128.

Pine Valley Investments first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. 1,114 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Pine Valley Investments held 75,594 shares of State Street Financial Select Sector SPDR ETF worth $4.05M as of Q2 2026.
  • Pine Valley Investments bought 4,398 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $229K.
  • State Street Financial Select Sector SPDR ETF made up 0.16% of Pine Valley Investments's portfolio in Q2 2026, its #128 holding.
  • Pine Valley Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,114 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.