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

Act 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 		$9.25M Buy
172,599
+8,657
+5% +$450K 2.72% 11
2026
Q1 		$8.09M Buy
163,942
+2,909
+2% +$152K 2.72% 12
2025
Q4 		$8.82M Buy
161,033
+5,317
+3% +$283K 2.88% 10
2025
Q3 		$8.39M Buy
155,716
+8,013
+5% +$425K 2.94% 10
2025
Q2 		$7.74M Sell
147,703
-1,069
-0.7% -$52.9K 3.27% 9
2025
Q1 		$7.41M Sell
148,772
-7,319
-5% -$367K 3.35% 9
2024
Q4 		$7.54M Sell
156,091
-6,688
-4% -$323K 3.53% 9
2024
Q3 		$7.38M Buy
162,779
+1,495
+0.9% +$65.2K 3.27% 9
2024
Q2 		$6.63M Sell
161,284
-4,674
-3% -$192K 3.26% 8
2024
Q1 		$6.99M Sell
165,958
-1,596
-1% -$63K 3.52% 8
2023
Q4 		$6.3M Buy
167,554
+4,225
+3% +$146K 3.4% 8
2023
Q3 		$5.42M Sell
163,329
-2,357
-1% -$81.2K 3.64% 8
2023
Q2 		$5.59M Buy
165,686
+22,512
+16% +$735K 3.14% 10
2023
Q1 		$4.6M Buy
143,174
+5,280
+4% +$183K 2.74% 10
2022
Q4 		$4.72M Buy
137,894
+3,474
+3% +$118K 2.98% 9
2022
Q3 		$4.08M Buy
134,420
+4,930
+4% +$163K 2.92% 10
2022
Q2 		$4.07M Buy
129,490
+8,527
+7% +$295K 2.66% 10
2022
Q1 		$4.63M Buy
+120,963
New +$4.73M 2.64% 10

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

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

Act Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.3% in Q2 2026, buying an estimated $450K and bringing the position to 172,599 shares worth $9.25M. The position accounts for 2.72% of the portfolio, ranked #11.

Act Wealth Management first reported a position in XLF in Q1 2022 and has held it in 18 quarters since. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Act Wealth Management held 172,599 shares of State Street Financial Select Sector SPDR ETF worth $9.25M as of Q2 2026.
  • Act Wealth Management bought 8,657 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $450K.
  • State Street Financial Select Sector SPDR ETF made up 2.72% of Act Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Act Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.