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

Riversedge 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 Q3	$929K	Hold	17,398	–	–	0.11%	79
2026 Q2	$933K	Hold	17,398	–	–	0.12%	70
2026 Q1	$859K	Hold	17,398	–	–	0.14%	60
2025 Q4	$953K	Hold	17,398	–	–	0.15%	50
2025 Q3	$937K	Hold	17,398	–	–	0.16%	54
2025 Q2	$911K	Hold	17,398	–	–	0.18%	48
2025 Q1	$867K	Hold	17,398	–	–	0.19%	50
2024 Q4	$841K	Hold	17,398	–	–	0.19%	46
2024 Q3	$788K	Hold	17,398	–	–	0.18%	42
2024 Q2	$715K	Hold	17,398	–	–	0.17%	44
2024 Q1	$733K	Hold	17,398	–	–	0.18%	41
2023 Q4	$654K	Hold	17,398	–	–	0.18%	39
2023 Q3	$577K	Buy	17,398 +79	+0.5%	+$2.72K	0.17%	43
2023 Q2	$584K	Buy	17,319 +79	+0.5%	+$2.58K	0.16%	40
2023 Q1	$554K	Buy	17,240 +86	+0.5%	+$2.99K	0.16%	48
2022 Q4	$587K	Buy	+17,154	New	+$580K	0.19%	47

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Riversedge Advisors's XLF Position: Q3 2026 in Review

Riversedge Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 17,398 shares worth $929K. The position accounts for 0.11% of the portfolio, ranked #79.

Riversedge Advisors first reported a position in XLF in Q4 2022 and has held it in 16 quarters since. The position peaked at $953K in Q4 2025. 1,154 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Riversedge Advisors held 17,398 shares of State Street Financial Select Sector SPDR ETF worth $929K as of Q3 2026.
Riversedge Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.11% of Riversedge Advisors's portfolio in Q3 2026, its #79 holding.
Riversedge Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Riversedge Advisors's State Street Financial Select Sector SPDR ETF position peaked at $953K in Q4 2025.
1,154 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.