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

BIP Wealth’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	$392K	Buy	7,304 +1,435	+24%	+$74.6K	0.01%	408
2026 Q1	$290K	Buy	+5,869	New	+$306K	0.01%	375
2025 Q4	–	Sell	-6,240	Closed	-$336K	–	460
2025 Q3	$336K	Hold	6,240	–	–	0.02%	221
2025 Q2	$327K	Sell	6,240 -1,242	-17%	-$61.5K	0.02%	191
2025 Q1	$373K	Buy	7,482 +224	+3%	+$11.2K	0.02%	180
2024 Q4	$351K	Buy	7,258 +1,243	+21%	+$60.1K	0.02%	191
2024 Q3	$273K	Buy	6,015 +25	+0.4%	+$1.09K	0.02%	194
2024 Q2	$246K	Hold	5,990	–	–	0.02%	168
2024 Q1	$252K	Sell	5,990 -115	-2%	-$4.54K	0.02%	187
2023 Q4	$230K	Sell	6,105 -48	-0.8%	-$1.66K	0.02%	179
2023 Q3	$204K	Buy	6,153 +163	+3%	+$5.62K	0.02%	171
2023 Q2	$202K	Sell	5,990 -1,191	-17%	-$38.9K	0.02%	180
2023 Q1	$231K	Buy	+7,181	New	+$250K	0.03%	162

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

BIP Wealth's XLF Position: Q2 2026 in Review

BIP Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q2 2026, buying an estimated $74.6K and bringing the position to 7,304 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #408.

BIP Wealth first reported a position in XLF in Q1 2023 and has held it in 13 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

BIP Wealth held 7,304 shares of State Street Financial Select Sector SPDR ETF worth $392K as of Q2 2026.
BIP Wealth bought 1,435 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $74.6K.
State Street Financial Select Sector SPDR ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #408 holding.
BIP Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.