Private Wealth Advisors (California)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Private Wealth Advisors (California)’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	$16.5M	Buy	307,538 +59,573	+24%	+$3.1M	4.22%	3
2026 Q1	$12.2M	Buy	247,965 +105,162	+74%	+$5.48M	3.44%	2
2025 Q4	$7.82M	Buy	142,803 +2,122	+2%	+$113K	2.5%	9
2025 Q3	$7.58M	Sell	140,681 -3,588	-2%	-$190K	2.55%	10
2025 Q2	$7.56M	Sell	144,269 -10,714	-7%	-$530K	2.77%	11
2025 Q1	$7.72M	Buy	154,983 +14,468	+10%	+$726K	2.79%	8
2024 Q4	$6.79M	Buy	140,515 +37,795	+37%	+$1.83M	2.66%	11
2024 Q3	$4.63M	Sell	102,720 -577	-0.6%	-$25.2K	1.77%	21
2024 Q2	$4.26M	Sell	103,297 -35,699	-26%	-$1.47M	1.64%	23
2024 Q1	$5.85M	Sell	138,996 -9,405	-6%	-$371K	2.38%	16
2023 Q4	$5.58M	Sell	148,401 -5,739	-4%	-$199K	2.18%	17
2023 Q3	$5.11M	Sell	154,140 -1,727	-1%	-$59.5K	2.16%	17
2023 Q2	$5.25M	Buy	155,867 +135	+0.1%	+$4.41K	2.15%	17
2023 Q1	$5.01M	Sell	155,732 -8,151	-5%	-$283K	2.11%	15
2022 Q4	$5.6M	Sell	163,883 -578	-0.4%	-$19.6K	1.89%	23
2022 Q3	$4.99M	Buy	164,461 +463	+0.3%	+$15.3K	2.32%	17
2022 Q2	$5.74M	Buy	163,998 +531	+0.3%	+$18.4K	2.12%	20
2022 Q1	$6.26M	Buy	163,467 +8,518	+5%	+$333K	2%	17
2021 Q4	$6.05M	Buy	154,949 +770	+0.5%	+$30.3K	1.29%	23
2021 Q3	$5.98M	Buy	154,179 +14,762	+11%	+$552K	1.43%	21
2021 Q2	$5.12M	Buy	139,417 +6,582	+5%	+$241K	1.57%	19
2021 Q1	$4.52M	Buy	132,835 +11,552	+10%	+$371K	1.53%	18
2020 Q4	$3.8M	Buy	121,283 +6,337	+6%	+$170K	1.31%	20
2020 Q3	$2.77M	Buy	114,946 +29,792	+35%	+$725K	1.43%	17
2020 Q2	$1.97M	Buy	85,154 +5,507	+7%	+$125K	1.37%	19
2020 Q1	$1.66M	Sell	79,647 -191,303	-71%	-$5.27M	1.36%	21
2019 Q4	$8.34M	Sell	270,950 -118,252	-30%	-$3.47M	4.8%	6
2019 Q3	$10.9M	Sell	389,202 -39,347	-9%	-$1.09M	7.1%	4
2019 Q2	$11M	Hold	428,549	–	–	7.5%	4
2019 Q1	$11M	Buy	428,549 +11,512	+3%	+$297K	7.5%	4
2018 Q4	$9.93M	Buy	+417,037	New	+$10.8M	8.02%	3

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Wealth Advisors (California)'s XLF Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q2 2026, buying an estimated $3.1M and bringing the position to 307,538 shares worth $16.5M. The position accounts for 4.22% of the portfolio, ranked #3.

Private Wealth Advisors (California) first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Private Wealth Advisors (California) held 307,538 shares of State Street Financial Select Sector SPDR ETF worth $16.5M as of Q2 2026.
Private Wealth Advisors (California) bought 59,573 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.1M.
State Street Financial Select Sector SPDR ETF made up 4.22% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #3 holding.
Private Wealth Advisors (California) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.