Asset One Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Asset One Wealth Management's XLF Position: Q2 2026 in Review
Asset One Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.1% in Q2 2026, buying an estimated $61.6K and bringing the position to 24,299 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #128.
Asset One Wealth Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Asset One Wealth Management held 24,299 shares of State Street Financial Select Sector SPDR ETF worth $1.37M as of Q2 2026.
- Asset One Wealth Management bought 1,186 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $61.6K.
- State Street Financial Select Sector SPDR ETF made up 0.15% of Asset One Wealth Management's portfolio in Q2 2026, its #128 holding.
- Asset One Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.