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

Beacon Bridge 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	$1.61M	Sell	29,990 -7,802	-21%	-$405K	0.46%	52
2026 Q1	$1.87M	Buy	37,792 +239	+0.6%	+$12.5K	0.62%	42
2025 Q4	$2.06M	Buy	37,553 +7,786	+26%	+$415K	0.68%	40
2025 Q3	$1.6M	Sell	29,767 -194	-0.6%	-$10.3K	0.57%	40
2025 Q2	$1.57M	Sell	29,961 -3,629	-11%	-$180K	0.62%	38
2025 Q1	$1.67M	Buy	33,590 +460	+1%	+$23.1K	0.71%	36
2024 Q4	$1.6M	Buy	33,130 +27,982	+544%	+$1.35M	0.68%	39
2024 Q3	$233K	Buy	+5,148	New	+$225K	0.1%	82

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

Beacon Bridge Wealth Partners's XLF Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, selling an estimated $405K and leaving 29,990 shares worth $1.61M. The position accounts for 0.46% of the portfolio, ranked #52.

Beacon Bridge Wealth Partners first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.06M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Beacon Bridge Wealth Partners held 29,990 shares of State Street Financial Select Sector SPDR ETF worth $1.61M as of Q2 2026.
Beacon Bridge Wealth Partners sold 7,802 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $405K.
State Street Financial Select Sector SPDR ETF made up 0.46% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #52 holding.
Beacon Bridge Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Beacon Bridge Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $2.06M in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.