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

Beaird Harris 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 Q2	$218K	Hold	4,063	–	–	0.01%	138
2026 Q1	$201K	Hold	4,063	–	–	0.01%	135
2025 Q4	$223K	Hold	4,063	–	–	0.02%	128
2025 Q3	$219K	Hold	4,063	–	–	0.02%	126
2025 Q2	$213K	Hold	4,063	–	–	0.02%	126
2025 Q1	$202K	Hold	4,063	–	–	0.02%	121
2024 Q4	$196K	Sell	4,063 -16,269	-80%	-$787K	0.02%	129
2024 Q3	$921K	Buy	20,332 +16,269	+400%	+$710K	0.08%	65
2024 Q2	$167K	Hold	4,063	–	–	0.02%	133
2024 Q1	$171K	Hold	4,063	–	–	0.02%	127
2023 Q4	$153K	Hold	4,063	–	–	0.02%	121
2023 Q3	$135K	Hold	4,063	–	–	0.02%	114
2023 Q2	$137K	Hold	4,063	–	–	0.02%	122
2023 Q1	$131K	Hold	4,063	–	–	0.02%	114
2022 Q4	$139K	Sell	4,063 -3,000	-42%	-$101K	0.03%	110
2022 Q3	$214K	Hold	7,063	–	–	0.05%	78
2022 Q2	$222K	Sell	7,063 -200	-3%	-$6.91K	0.06%	65
2022 Q1	$278K	Hold	7,263	–	–	0.1%	72
2021 Q4	$284K	Buy	+7,263	New	+$285K	0.1%	93

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Beaird Harris Wealth Management's XLF Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,063 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #138.

Beaird Harris Wealth Management first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $921K in Q3 2024. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Beaird Harris Wealth Management held 4,063 shares of State Street Financial Select Sector SPDR ETF worth $218K as of Q2 2026.
Beaird Harris Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #138 holding.
Beaird Harris Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $921K in Q3 2024.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.