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

Quattro Financial 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	$2.9M	Buy	54,088 +1,713	+3%	+$89K	0.62%	36
2026 Q1	$2.59M	Buy	52,375 +11,308	+28%	+$589K	0.78%	42
2025 Q4	$2.25M	Sell	41,067 -218	-0.5%	-$11.6K	0.67%	41
2025 Q3	$2.22M	Sell	41,285 -1,004	-2%	-$53.2K	0.7%	38
2025 Q2	$2.21M	Sell	42,289 -29,233	-41%	-$1.45M	0.78%	36
2025 Q1	$3.56M	Buy	71,522 +5,083	+8%	+$255K	1.22%	22
2024 Q4	$3.35M	Buy	66,439 +16,661	+33%	+$806K	0.86%	26
2024 Q3	$2.32M	Hold	49,778	–	–	0.66%	35
2024 Q2	$2.05M	Sell	49,778 -428	-0.9%	-$17.6K	0.54%	37
2024 Q1	$2.11M	Buy	50,206 +50,168	+132,021%	+$1.98M	0.6%	34
2023 Q4	$1.85M	Sell	38 -54,321	-100%	-$1.88M	0.64%	33
2023 Q3	$1.8M	Sell	54,359 -1,463	-3%	-$50.4K	0.79%	33
2023 Q2	$1.88M	Buy	55,822 +7,956	+17%	+$260K	0.75%	32
2023 Q1	$1.54M	Sell	47,866 -294	-0.6%	-$10.2K	0.63%	31
2022 Q4	$1.65M	Sell	48,160 -36,931	-43%	-$1.25M	0.66%	27
2022 Q3	$2.58M	Buy	85,091 +655	+0.8%	+$21.6K	1.03%	26
2022 Q2	$2.66M	Sell	84,436 -121,967	-59%	-$4.22M	0.9%	29
2022 Q1	$7.91M	Buy	206,403 +79,746	+63%	+$3.12M	2.66%	13
2021 Q4	$4.95M	Sell	126,657 -140,591	-53%	-$5.53M	1.75%	17
2021 Q3	$10.7M	Sell	267,248 -19,238	-7%	-$720K	2.85%	10
2021 Q2	$10.5M	Sell	286,486 -15,897	-5%	-$582K	2.81%	11
2021 Q1	$10.7M	Sell	302,383 -698	-0.2%	-$22.4K	2.43%	13
2020 Q4	$9.41M	Sell	303,081 -49,477	-14%	-$1.32M	2.48%	18
2020 Q3	$8.74M	Sell	352,558 -121,765	-26%	-$2.96M	2.11%	19
2020 Q2	$10.7M	Buy	474,323 +342,232	+259%	+$7.77M	2.82%	13
2020 Q1	$8.56M	Sell	132,091 -279,059	-68%	-$7.68M	3.11%	11
2019 Q4	$12.7M	Buy	411,150 +10,632	+3%	+$312K	4.08%	8
2019 Q3	$10.8M	Sell	400,518 -91,700	-19%	-$2.53M	3.29%	9
2019 Q2	$13.8M	Buy	+492,218	New	+$13.3M	4.26%	9
2019 Q1	–	Sell	-503,504	Closed	-$12.8M	–	80
2018 Q4	$12.8M	Buy	503,504 +64,194	+15%	+$1.67M	4.43%	8
2018 Q3	$12.4M	Buy	439,310 +77,187	+21%	+$2.16M	4.51%	5
2018 Q2	$9.61M	Sell	362,123 -172,712	-32%	-$4.76M	4.76%	7
2018 Q1	$14.8M	Sell	534,835 -6,654	-1%	-$192K	5.85%	5
2017 Q4	$15.6M	Buy	541,489 +150,632	+39%	+$4.05M	4.3%	7
2017 Q3	$10.3M	Buy	390,857 +180,145	+85%	+$4.49M	3.04%	12
2017 Q2	$5.21M	Buy	210,712 +33,270	+19%	+$790K	2.12%	20
2017 Q1	$4.21M	Buy	+177,442	New	+$4.25M	2.12%	17

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Quattro Financial Advisors's XLF Position: Q2 2026 in Review

Quattro Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.3% in Q2 2026, buying an estimated $89K and bringing the position to 54,088 shares worth $2.9M. The position accounts for 0.62% of the portfolio, ranked #36.

Quattro Financial Advisors first reported a position in XLF in Q1 2017 and has held it in 37 quarters since. The position peaked at $15.6M in Q4 2017. 389 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Quattro Financial Advisors held 54,088 shares of State Street Financial Select Sector SPDR ETF worth $2.9M as of Q2 2026.
Quattro Financial Advisors bought 1,713 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $89K.
State Street Financial Select Sector SPDR ETF made up 0.62% of Quattro Financial Advisors's portfolio in Q2 2026, its #36 holding.
Quattro Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
Quattro Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $15.6M in Q4 2017.
389 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.