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

STACKSTONE WEALTH, 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 Q3	$1.92M	Buy	+36,039	New	+$2.04M	0.19%	139

Other funds holding XLF

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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XLF Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 36,039 shares worth $1.92M. The stake represents 0.19% of the portfolio and ranks #139 among its holdings.

447 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

STACKSTONE WEALTH, LLC held 36,039 shares of State Street Financial Select Sector SPDR ETF worth $1.92M as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.19% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #139 holding.
447 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.