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RAFFA WEALTH MANAGEMENT, LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$15.6K Hold
291
– – ﹤0.01% 335
2026
Q1 		$14.4K Hold
291
– – ﹤0.01% 321
2025
Q4 		$15.9K Buy
+291
New +$15.5K ﹤0.01% 302
2025
Q2 		– Sell
-431
Closed -$21.5K – 1140
2025
Q1 		$21.5K Sell
431
-321
-43% -$16.1K ﹤0.01% 216
2024
Q4 		$36.3K Buy
+752
New +$36.4K 0.01% 170
2021
Q3 		– Sell
-225
Closed -$8.26K – 1135
2021
Q2 		$8.26K Hold
225
– – ﹤0.01% 284
2021
Q1 		$7.66K Sell
225
-100
-31% -$3.21K ﹤0.01% 318
2020
Q4 		$9.58K Buy
325
+16
+5% +$428 ﹤0.01% 255
2020
Q3 		$7.44K Buy
309
+209
+209% +$5.08K ﹤0.01% 274
2020
Q2 		$2.31K Hold
100
– – ﹤0.01% 446
2020
Q1 		$2.08K Hold
100
– – ﹤0.01% 422
2019
Q4 		$3.08K Hold
100
– – ﹤0.01% 328
2019
Q3 		$2.8K Buy
+100
New +$2.76K ﹤0.01% 336
2019
Q2 		– Sell
-100
Closed -$2.57K – 1415
2019
Q1 		$2.57K Hold
100
– – ﹤0.01% 311
2018
Q4 		$2.38K Sell
100
-25
-20% -$649 ﹤0.01% 330
2018
Q3 		$3.45K Buy
125
+25
+25% +$700 ﹤0.01% 304
2018
Q2 		$2.66K Hold
100
– – ﹤0.01% 320
2018
Q1 		$2.76K Buy
+100
New +$2.88K ﹤0.01% 304
2017
Q3 		– Sell
-3,500
Closed -$86.3K – 401
2017
Q2 		$86.3K Buy
+3,500
New +$83.1K 0.04% 98
2016
Q4 		– Sell
-7,159
Closed -$138K – 899
2016
Q3 		$138K Buy
+7,159
New +$148K 0.07% 66

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLF Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 291 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLF in Q3 2016 and has held it in 20 quarters since. The position peaked at $138K in Q3 2016. 707 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 291 shares of State Street Financial Select Sector SPDR ETF worth $15.6K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #335 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and has held it in 20 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's State Street Financial Select Sector SPDR ETF position peaked at $138K in Q3 2016.
  • 707 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.