Beacon Bridge Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Beacon Bridge Wealth Partners's XLF Position: Q1 2026 in Review
Beacon Bridge Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.64% in Q1 2026, buying an estimated $12.5K and bringing the position to 37,792 shares worth $1.87M. The position accounts for 0.62% of the portfolio, ranked #42.
Beacon Bridge Wealth Partners first reported a position in XLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Beacon Bridge Wealth Partners held 37,792 shares of State Street Financial Select Sector SPDR ETF worth $1.87M as of Q1 2026.
- Beacon Bridge Wealth Partners bought 239 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $12.5K.
- State Street Financial Select Sector SPDR ETF made up 0.62% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #42 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 7 quarters since.
- Beacon Bridge Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $2.06M in Q4 2025.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.