Able Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223K Buy
4,160
+1
+0% +$52 0.05% 137
2026
Q1
$205K Sell
4,159
-242
-5% -$12.6K 0.05% 125
2025
Q4
$241K Buy
4,401
+454
+12% +$24.2K 0.08% 97
2025
Q3
$213K Sell
3,947
-103
-3% -$5.46K 0.08% 102
2025
Q2
$212K Buy
+4,050
New +$200K 0.11% 103
2024
Q1
Sell
-668
Closed -$25.1K 583
2023
Q4
$25.1K Buy
+668
New +$23.1K 0.02% 185

Other funds holding XLF

Able Wealth Management's XLF Position: Q2 2026 in Review

Able Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.02% in Q2 2026, buying an estimated $52 and bringing the position to 4,160 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #137.

Able Wealth Management first reported a position in XLF in Q4 2023 and has held it in 6 quarters since. The position peaked at $241K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Able Wealth Management held 4,160 shares of State Street Financial Select Sector SPDR ETF worth $223K as of Q2 2026.
  • Able Wealth Management bought 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Able Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Able Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
  • Able Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $241K in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.