Prevail Innovative Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Prevail Innovative Wealth 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
2025 Q2	–	Sell	-11,902	Closed	-$593K	–	230
2025 Q1	$593K	Sell	11,902 -62,365	-84%	-$3.13M	0.16%	140
2024 Q4	$3.59M	Buy	+74,267	New	+$3.59M	1.04%	30
2024 Q2	–	Sell	-15,130	Closed	-$637K	–	192
2024 Q1	$637K	Sell	15,130 -2,245	-13%	-$88.6K	0.24%	116
2023 Q4	$653K	Buy	+17,375	New	+$602K	0.31%	87

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors's XLF Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 11,902 shares — an estimated $593K sold.

Prevail Innovative Wealth Advisors first reported a position in XLF in Q4 2023 and held it in 4 quarters. The position peaked at $3.59M in Q4 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Prevail Innovative Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 11,902 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $593K.
Prevail Innovative Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.59M in Q4 2024.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.