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

Accurate Wealth Management’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 		$431K Buy
7,735
+414
+6% +$21.5K 0.04% 380
2026
Q1 		$372K Sell
7,321
-1,337
-15% -$69.7K 0.04% 377
2025
Q4 		$483K Sell
8,658
-463
-5% -$24.7K 0.06% 310
2025
Q3 		$486K Buy
9,121
+377
+4% +$20K 0.06% 298
2025
Q2 		$461K Sell
8,744
-709
-8% -$35.1K 0.07% 274
2025
Q1 		$441K Sell
9,453
-126,240
-93% -$6.33M 0.08% 221
2024
Q4 		$6.42M Sell
135,693
-1,600
-1% -$77.4K 1.23% 14
2024
Q3 		$6.44M Buy
137,293
+125,792
+1,094% +$5.49M 1.29% 13
2024
Q2 		$495K Sell
11,501
-138,790
-92% -$5.71M 0.12% 166
2024
Q1 		$6.07M Buy
150,291
+3,683
+3% +$145K 1.77% 8
2023
Q4 		$5.52M Buy
+146,608
New +$5.08M 1.72% 9
2023
Q1 		– Sell
-1,788
Closed -$63.4K – 1490
2022
Q4 		$63.4K Buy
+1,788
New +$60.5K 0.02% 404
2021
Q4 		– Sell
-35,968
Closed -$1.35M – 143
2021
Q3 		$1.35M Sell
35,968
-118,234
-77% -$4.42M 1.18% 13
2021
Q2 		$5.66M Buy
+154,202
New +$5.64M 4.97% 5

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Accurate Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.7% in Q2 2026, buying an estimated $21.5K and bringing the position to 7,735 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #380.

Accurate Wealth Management first reported a position in XLF in Q2 2021 and has held it in 14 quarters since. The position peaked at $6.44M in Q3 2024. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Accurate Wealth Management held 7,735 shares of State Street Financial Select Sector SPDR ETF worth $431K as of Q2 2026.
  • Accurate Wealth Management bought 414 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Accurate Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 14 quarters since.
  • Accurate Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $6.44M in Q3 2024.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.