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

BigSur 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	$3.69M	Buy	69,100 +7,280	+12%	+$413K	0.87%	29
2026 Q2	$3.31M	Buy	61,820 +800	+1%	+$41.6K	0.8%	34
2026 Q1	$3.01M	Sell	61,020 -9,750	-14%	-$508K	0.85%	33
2025 Q4	$3.88M	Sell	70,770 -100	-0.1%	-$5.33K	0.94%	30
2025 Q3	$3.82M	Hold	70,870	–	–	0.94%	29
2025 Q2	$3.71M	Hold	70,870	–	–	0.94%	32
2025 Q1	$3.53M	Hold	70,870	–	–	0.96%	30
2024 Q4	$3.43M	Hold	70,870	–	–	0.98%	29
2024 Q3	$3.21M	Buy	70,870 +4,000	+6%	+$175K	0.88%	34
2024 Q2	$2.75M	Hold	66,870	–	–	0.84%	35
2024 Q1	$2.82M	Buy	66,870 +42,570	+175%	+$1.68M	0.88%	32
2023 Q4	$914K	Sell	24,300 -31,700	-57%	-$1.1M	0.43%	62
2023 Q3	$1.86M	Buy	56,000 +14,300	+34%	+$493K	0.94%	30
2023 Q2	$1.41M	Sell	41,700 -33,390	-44%	-$1.09M	0.67%	41
2023 Q1	$2.41M	Sell	75,090 -260	-0.3%	-$9.04K	1.13%	23
2022 Q4	$2.58M	Hold	75,350	–	–	1.24%	22
2022 Q3	$2.29M	Sell	75,350 -2,685	-3%	-$88.7K	1.16%	26
2022 Q2	$2.45M	Hold	78,035	–	–	1.16%	25
2022 Q1	$2.99M	Sell	78,035 -18,705	-19%	-$731K	1.17%	24
2021 Q4	$3.78M	Buy	96,740 +7,700	+9%	+$303K	1.48%	16
2021 Q3	$3.34M	Sell	89,040 -7,000	-7%	-$262K	1.5%	16
2021 Q2	$3.52M	Hold	96,040	–	–	1.59%	15
2021 Q1	$3.27M	Hold	96,040	–	–	1.68%	12
2020 Q4	$2.83M	Hold	96,040	–	–	1.6%	14
2020 Q3	$2.31M	Hold	96,040	–	–	1.47%	15
2020 Q2	$2.22M	Sell	96,040 -5,000	-5%	-$114K	1.59%	14
2020 Q1	$2.1M	Buy	101,040 +21,500	+27%	+$592K	1.58%	14
2019 Q4	$2.45M	Sell	79,540 -500	-0.6%	-$14.7K	1.38%	18
2019 Q3	$2.24M	Sell	80,040 -6,000	-7%	-$166K	1.51%	12
2019 Q2	$2.4M	Sell	86,040 -25,700	-23%	-$696K	1.68%	10
2019 Q1	$2.87M	Sell	111,740 -10,000	-8%	-$258K	1.88%	8
2018 Q4	$2.9M	Hold	121,740	–	–	2.06%	8
2018 Q3	$3.36M	Hold	121,740	–	–	2.1%	8
2018 Q2	$3.24M	Hold	121,740	–	–	2.36%	5
2018 Q1	$3.36M	Buy	121,740 +69,480	+133%	+$2M	2.39%	5
2017 Q4	$1.46M	Buy	52,260 +12,260	+31%	+$330K	1.45%	15
2017 Q3	$1.03M	Buy	+40,000	New	+$998K	1.04%	19

Other funds holding XLF

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

BigSur Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q3 2026, buying an estimated $413K and bringing the position to 69,100 shares worth $3.69M. The position accounts for 0.87% of the portfolio, ranked #29.

BigSur Wealth Management first reported a position in XLF in Q3 2017 and has held it in 37 quarters since. The position peaked at $3.88M in Q4 2025. 195 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

BigSur Wealth Management held 69,100 shares of State Street Financial Select Sector SPDR ETF worth $3.69M as of Q3 2026.
BigSur Wealth Management bought 7,280 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $413K.
State Street Financial Select Sector SPDR ETF made up 0.87% of BigSur Wealth Management's portfolio in Q3 2026, its #29 holding.
BigSur Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 37 quarters since.
BigSur Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.88M in Q4 2025.
195 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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