Balboa Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Balboa Wealth Partners’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	$975K	Sell	18,183 -422	-2%	-$21.9K	0.13%	132
2026 Q1	$919K	Buy	18,605 +1,481	+9%	+$77.2K	0.15%	113
2025 Q4	$938K	Sell	17,124 -388	-2%	-$20.7K	0.16%	104
2025 Q3	$943K	Buy	17,512 +998	+6%	+$52.9K	0.16%	100
2025 Q2	$865K	Sell	16,514 -148	-0.9%	-$7.33K	0.17%	105
2025 Q1	$830K	Buy	16,662 +108	+0.7%	+$5.42K	0.2%	90
2024 Q4	$800K	Sell	16,554 -380	-2%	-$18.4K	0.18%	96
2024 Q3	$767K	Sell	16,934 -8,548	-34%	-$373K	0.19%	99
2024 Q2	$1.05M	Buy	25,482 +8,960	+54%	+$369K	0.28%	69
2024 Q1	$696K	Sell	16,522 -4,068	-20%	-$161K	0.2%	92
2023 Q4	$774K	Sell	20,590 -1,069	-5%	-$37K	0.26%	73
2023 Q3	$718K	Buy	21,659 +1,330	+7%	+$45.8K	0.27%	67
2023 Q2	$685K	Sell	20,329 -5,876	-22%	-$192K	0.24%	75
2023 Q1	$842K	Buy	26,205 +6,369	+32%	+$221K	0.32%	63
2022 Q4	$678K	Sell	19,836 -7,934	-29%	-$268K	0.31%	78
2022 Q3	$843K	Buy	+27,770	New	+$918K	0.37%	55

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

Balboa Wealth Partners's XLF Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.3% in Q2 2026, selling an estimated $21.9K and leaving 18,183 shares worth $975K. The position accounts for 0.13% of the portfolio, ranked #132.

Balboa Wealth Partners first reported a position in XLF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.05M in Q2 2024. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Balboa Wealth Partners held 18,183 shares of State Street Financial Select Sector SPDR ETF worth $975K as of Q2 2026.
Balboa Wealth Partners sold 422 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.9K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #132 holding.
Balboa Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.05M in Q2 2024.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.