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

Serenus 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	$214K	Buy	+4,000	New	+$208K	0.04%	71
2026 Q1	–	Sell	-4,000	Closed	-$219K	–	77
2025 Q4	$219K	Hold	4,000	–	–	0.04%	64
2025 Q3	$215K	Hold	4,000	–	–	0.04%	60
2025 Q2	$209K	Buy	+4,000	New	+$198K	0.04%	59

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Serenus Wealth Advisors's XLF Position: Q2 2026 in Review

Serenus Wealth Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,000 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #71 among its holdings. This is a return to the name: Serenus Wealth Advisors previously reported a position in XLF as recently as Q4 2025.

Serenus Wealth Advisors first reported a position in XLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Serenus Wealth Advisors held 4,000 shares of State Street Financial Select Sector SPDR ETF worth $214K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Serenus Wealth Advisors position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of Serenus Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Serenus Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Serenus Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $219K in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.