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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$639K Buy
12,942
+2,322
+22% +$121K 0.03% 189
2025
Q4
$582K Buy
10,620
+8,657
+441% +$461K 0.03% 185
2025
Q3
$106K Buy
1,963
+50
+3% +$2.65K 0.01% 357
2025
Q2
$100K Hold
1,913
0.01% 358
2025
Q1
$95.3K Hold
1,913
0.01% 311
2024
Q4
$92.5K Sell
1,913
-2,400
-56% -$116K 0.01% 324
2024
Q3
$195K Buy
4,313
+2,300
+114% +$100K 0.02% 264
2024
Q2
$82.8K Sell
2,013
-85
-4% -$3.5K 0.01% 254
2024
Q1
$88.4K Hold
2,098
0.01% 242
2023
Q4
$78.9K Sell
2,098
-1,862
-47% -$64.5K 0.01% 217
2023
Q3
$131K Buy
3,960
+1,422
+56% +$49K 0.02% 180
2023
Q2
$85.6K Buy
2,538
+525
+26% +$17.1K 0.01% 197
2023
Q1
$64.7K Sell
2,013
-1,517
-43% -$52.7K 0.01% 189
2022
Q4
$121K Sell
3,530
-464
-12% -$15.7K 0.02% 180
2022
Q3
$121K Buy
3,994
+275
+7% +$9.09K 0.02% 179
2022
Q2
$117K Buy
3,719
+3
+0.1% +$104 0.02% 173
2022
Q1
$142K Buy
+3,716
New +$145K 0.03% 171

Other funds holding XLF

Angeles Wealth Management's XLF Position: Q1 2026 in Review

Angeles Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q1 2026, buying an estimated $121K and bringing the position to 12,942 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #189.

Angeles Wealth Management first reported a position in XLF in Q1 2022 and has held it in 17 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Angeles Wealth Management held 12,942 shares of State Street Financial Select Sector SPDR ETF worth $639K as of Q1 2026.
  • Angeles Wealth Management bought 2,322 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $121K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Angeles Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.