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

Activest 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	$2.44M	Buy	45,607 +9,045	+25%	+$513K	0.45%	27
2026 Q2	$1.96M	Sell	36,562 -31,797	-47%	-$1.65M	0.38%	29
2026 Q1	$3.37M	Sell	68,359 -8,626	-11%	-$449K	0.59%	24
2025 Q4	$4.22M	Buy	76,985 +10,523	+16%	+$561K	0.79%	19
2025 Q3	$3.58M	Buy	66,462 +3,443	+5%	+$182K	0.73%	20
2025 Q2	$3.3M	Hold	63,019	–	–	0.8%	18
2025 Q1	$3.14M	Buy	63,019 +1,965	+3%	+$98.6K	0.84%	17
2024 Q4	$2.95M	Buy	61,054 +3,183	+6%	+$154K	0.82%	19
2024 Q3	$2.62M	Sell	57,871 -4,229	-7%	-$185K	0.81%	17
2024 Q2	$2.55M	Buy	62,100 +21,046	+51%	+$866K	0.84%	16
2024 Q1	$1.73M	Buy	41,054 +5,448	+15%	+$215K	0.83%	14
2023 Q4	$1.34M	Buy	35,606 +82	+0.2%	+$2.84K	0.74%	18
2023 Q3	$1.18M	Buy	+35,524	New	+$1.22M	0.73%	18
2023 Q2	–	Sell	-34,747	Closed	-$1.13M	–	427
2023 Q1	$1.13M	Sell	34,747 -212,252	-86%	-$7.38M	0.72%	17
2022 Q4	$8.47M	Buy	246,999 +4,579	+2%	+$155K	2.51%	6
2022 Q3	$7.45M	Buy	242,420 +201,631	+494%	+$6.66M	2.41%	7
2022 Q2	$1.28M	Buy	40,789 +237	+0.6%	+$8.19K	0.91%	11
2022 Q1	$1.55M	Buy	40,552 +7,619	+23%	+$298K	1%	11
2021 Q4	$1.29M	Buy	32,933 +19,868	+152%	+$781K	0.8%	18
2021 Q3	$490K	Sell	13,065 -133	-1%	-$4.98K	0.33%	38
2021 Q2	$484K	Buy	13,198 +2,525	+24%	+$92.4K	0.36%	33
2021 Q1	$363K	Buy	+10,673	New	+$343K	0.3%	41

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Activest Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q3 2026, buying an estimated $513K and bringing the position to 45,607 shares worth $2.44M. The position accounts for 0.45% of the portfolio, ranked #27.

Activest Wealth Management first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.47M in Q4 2022. 1,319 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Activest Wealth Management held 45,607 shares of State Street Financial Select Sector SPDR ETF worth $2.44M as of Q3 2026.
Activest Wealth Management bought 9,045 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $513K.
State Street Financial Select Sector SPDR ETF made up 0.45% of Activest Wealth Management's portfolio in Q3 2026, its #27 holding.
Activest Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Activest Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $8.47M in Q4 2022.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.