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

Realta 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	$2.51M	Buy	46,825 +4,219	+10%	+$219K	0.78%	29
2026 Q1	$2.1M	Sell	42,606 -9,028	-17%	-$470K	0.73%	33
2025 Q4	$2.83M	Sell	51,634 -4,958	-9%	-$264K	0.93%	23
2025 Q3	$3.05M	Buy	56,592 +794	+1%	+$42.1K	1.02%	25
2025 Q2	$2.92M	Buy	55,798 +22,717	+69%	+$1.12M	1.15%	21
2025 Q1	$1.65M	Sell	33,081 -11,279	-25%	-$566K	0.75%	33
2024 Q4	$2.16M	Sell	44,360 -16,801	-27%	-$812K	0.88%	25
2024 Q3	$2.86M	Sell	61,161 -32,493	-35%	-$1.42M	1.32%	11
2024 Q2	$3.85M	Sell	93,654 -7,576	-7%	-$312K	0.75%	20
2024 Q1	$4.26M	Buy	101,230 +21,828	+27%	+$862K	0.88%	15
2023 Q4	$2.99M	Buy	79,402 +32,080	+68%	+$1.11M	0.67%	21
2023 Q3	$1.6M	Buy	47,322 +252	+0.5%	+$8.68K	0.37%	58
2023 Q2	$1.59M	Sell	47,070 -3,726	-7%	-$122K	0.35%	62
2023 Q1	$1.63M	Sell	50,796 -1,111	-2%	-$38.6K	0.4%	59
2022 Q4	$1.78M	Buy	51,907 +457	+0.9%	+$15.5K	0.43%	53
2022 Q3	$1.56M	Sell	51,450 -413	-0.8%	-$13.7K	0.41%	51
2022 Q2	$1.65M	Sell	51,863 -565	-1%	-$19.5K	0.41%	51
2022 Q1	$2.01M	Buy	52,428 +2,251	+4%	+$88K	0.4%	53
2021 Q4	$1.96M	Buy	50,177 +1,966	+4%	+$77.3K	0.43%	49
2021 Q3	$1.81M	Buy	48,211 +2,483	+5%	+$92.9K	0.43%	51
2021 Q2	$1.68M	Buy	45,728 +3,492	+8%	+$128K	0.4%	55
2021 Q1	$1.44M	Buy	42,236 +1,171	+3%	+$37.6K	0.38%	60
2020 Q4	$1.21M	Sell	41,065 -1,176	-3%	-$31.5K	0.34%	62
2020 Q3	$1.02M	Buy	42,241 +2,015	+5%	+$49K	0.34%	66
2020 Q2	$931K	Buy	40,226 +10,464	+35%	+$238K	0.31%	75
2020 Q1	$620K	Buy	29,762 +6,885	+30%	+$190K	0.27%	99
2019 Q4	$692K	Sell	22,877 -20,020	-47%	-$588K	0.19%	134
2019 Q3	$1.2M	Buy	42,897 +976	+2%	+$26.9K	0.33%	53
2019 Q2	$1.16M	Buy	41,921 +3,183	+8%	+$86.2K	0.32%	58
2019 Q1	$999K	Buy	+38,738	New	+$1,000K	0.46%	43

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Realta Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.9% in Q2 2026, buying an estimated $219K and bringing the position to 46,825 shares worth $2.51M. The position accounts for 0.78% of the portfolio, ranked #29.

Realta Investment Advisors first reported a position in XLF in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.26M in Q1 2024. 973 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Realta Investment Advisors held 46,825 shares of State Street Financial Select Sector SPDR ETF worth $2.51M as of Q2 2026.
Realta Investment Advisors bought 4,219 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $219K.
State Street Financial Select Sector SPDR ETF made up 0.78% of Realta Investment Advisors's portfolio in Q2 2026, its #29 holding.
Realta Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Realta Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.26M in Q1 2024.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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