Act Wealth Management
XLF icon

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
Q3 		$9.32M Buy
174,571
+1,972
+1% +$112K 2.74% 12
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 		$4.64M Buy
+120,963
New +$4.73M 2.64% 10

Other funds holding XLF

Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Act Wealth Management's XLF Position: Q3 2026 in Review

Act Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.1% in Q3 2026, buying an estimated $112K and bringing the position to 174,571 shares worth $9.32M. The position accounts for 2.74% of the portfolio, ranked #12.

Act Wealth Management first reported a position in XLF in Q1 2022 and has held it in 19 quarters since. 550 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Act Wealth Management held 174,571 shares of State Street Financial Select Sector SPDR ETF worth $9.32M as of Q3 2026.
  • Act Wealth Management bought 1,972 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $112K.
  • State Street Financial Select Sector SPDR ETF made up 2.74% of Act Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Act Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
  • 550 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.