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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,896 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.
1,896 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.