Regent Peak Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Regent Peak 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
2026 Q2	$232K	Hold	4,333	–	–	0.04%	189
2026 Q1	$214K	Hold	4,333	–	–	0.04%	192
2025 Q4	$237K	Hold	4,333	–	–	0.05%	164
2025 Q3	$233K	Buy	+4,333	New	+$230K	0.05%	168
2025 Q1	$216K	Hold	4,333	–	–	0.05%	156
2024 Q4	$209K	Buy	+4,333	New	+$210K	0.05%	161
2021 Q2	–	Sell	-7,706	Closed	-$262K	–	173
2021 Q1	$262K	Buy	7,706 +2,214	+40%	+$71.1K	0.09%	129
2020 Q4	$162K	Buy	+5,492	New	+$147K	0.05%	163

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

Regent Peak Wealth Advisors's XLF Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,333 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #189.

Regent Peak Wealth Advisors first reported a position in XLF in Q4 2020 and has held it in 8 quarters since. The position peaked at $262K in Q1 2021. 444 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Regent Peak Wealth Advisors held 4,333 shares of State Street Financial Select Sector SPDR ETF worth $232K as of Q2 2026.
Regent Peak Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Regent Peak Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
Regent Peak Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $262K in Q1 2021.
444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.