Riverview Capital Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Riverview Capital Advisers’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 Q1	$376K	Buy	7,607 +20	+0.3%	+$1.04K	0.13%	66
2025 Q4	$416K	Hold	7,587	–	–	0.13%	70
2025 Q3	$409K	Hold	7,587	–	–	0.12%	74
2025 Q2	$397K	Hold	7,587	–	–	0.11%	80
2025 Q1	$378K	Sell	7,587 -150	-2%	-$7.52K	0.12%	75
2024 Q4	$374K	Sell	7,737 -15	-0.2%	-$725	0.11%	77
2024 Q3	$351K	Hold	7,752	–	–	0.11%	72
2024 Q2	$319K	Hold	7,752	–	–	0.11%	73
2024 Q1	$327K	Hold	7,752	–	–	0.11%	72
2023 Q4	$291K	Hold	7,752	–	–	0.11%	70
2023 Q3	$257K	Hold	7,752	–	–	0.11%	74
2023 Q2	$261K	Buy	7,752 +15	+0.2%	+$490	0.11%	71
2023 Q1	$249K	Hold	7,737	–	–	0.11%	75
2022 Q4	$265K	Hold	7,737	–	–	0.14%	65
2022 Q3	$235K	Hold	7,737	–	–	0.15%	70
2022 Q2	$243K	Hold	7,737	–	–	0.13%	73
2022 Q1	$296K	Hold	7,737	–	–	0.14%	71
2021 Q4	$302K	Buy	+7,737	New	+$304K	0.13%	75

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Riverview Capital Advisers's XLF Position: Q1 2026 in Review

Riverview Capital Advisers increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.26% in Q1 2026, buying an estimated $1.04K and bringing the position to 7,607 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #66.

Riverview Capital Advisers first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $416K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Riverview Capital Advisers held 7,607 shares of State Street Financial Select Sector SPDR ETF worth $376K as of Q1 2026.
Riverview Capital Advisers bought 20 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.04K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Riverview Capital Advisers's portfolio in Q1 2026, its #66 holding.
Riverview Capital Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Riverview Capital Advisers's State Street Financial Select Sector SPDR ETF position peaked at $416K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.