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

Atticus 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	$464K	Sell	8,695 -379	-4%	-$21.5K	0.1%	115
2026 Q2	$486K	Sell	9,074 -59	-0.6%	-$3.07K	0.12%	107
2026 Q1	$451K	Sell	9,133 -3,174	-26%	-$165K	0.12%	111
2025 Q4	$674K	Buy	12,307 +424	+4%	+$22.6K	0.17%	89
2025 Q3	$640K	Sell	11,883 -459	-4%	-$24.3K	0.16%	90
2025 Q2	$646K	Sell	12,342 -1,173	-9%	-$58.1K	0.17%	73
2025 Q1	$673K	Sell	13,515 -111	-0.8%	-$5.57K	0.22%	64
2024 Q4	$659K	Sell	13,626 -757	-5%	-$36.6K	0.2%	62
2024 Q3	$652K	Buy	14,383 +3,298	+30%	+$144K	0.21%	59
2024 Q2	$456K	Sell	11,085 -4,732	-30%	-$195K	0.15%	71
2024 Q1	$666K	Buy	15,817 +1,629	+11%	+$64.3K	0.22%	59
2023 Q4	$533K	Sell	14,188 -5,997	-30%	-$208K	0.19%	65
2023 Q3	$670K	Sell	20,185 -2,945	-13%	-$101K	0.26%	57
2023 Q2	$780K	Sell	23,130 -10,604	-31%	-$346K	0.29%	48
2023 Q1	$1.08M	Sell	33,734 -58,635	-63%	-$2.04M	0.41%	38
2022 Q4	$3.16M	Buy	+92,369	New	+$3.12M	1.3%	17
2022 Q3	–	Sell	-82,127	Closed	-$2.58M	–	624
2022 Q2	$2.58M	Buy	82,127 +5,722	+7%	+$198K	1.07%	22
2022 Q1	$2.93M	Buy	76,405 +2,914	+4%	+$114K	1.07%	19
2021 Q4	$2.87M	Buy	73,491 +2,256	+3%	+$88.7K	1.12%	20
2021 Q3	$2.67M	Sell	71,235 -13,440	-16%	-$503K	1.17%	19
2021 Q2	$3.11M	Sell	84,675 -391	-0.5%	-$14.3K	1.35%	22
2021 Q1	$2.9M	Sell	85,066 -19,111	-18%	-$614K	1.38%	20
2020 Q4	$3.07M	Sell	104,177 -2,393	-2%	-$64K	1.55%	16
2020 Q3	$2.56M	Sell	106,570 -15,428	-13%	-$375K	1.53%	17
2020 Q2	$2.82M	Buy	121,998 +66,965	+122%	+$1.52M	1.86%	13
2020 Q1	$1.15M	Buy	55,033 +26,940	+96%	+$742K	0.92%	28
2019 Q4	$865K	Buy	+28,093	New	+$825K	0.55%	39

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 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

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

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

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

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

Atticus Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.2% in Q3 2026, selling an estimated $21.5K and leaving 8,695 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #115.

Atticus Wealth Management first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q4 2022. 1,154 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Atticus Wealth Management held 8,695 shares of State Street Financial Select Sector SPDR ETF worth $464K as of Q3 2026.
Atticus Wealth Management sold 379 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $21.5K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #115 holding.
Atticus Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Atticus Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.16M in Q4 2022.
1,154 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.