Blue Bell Private Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
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JSAM
MIH
PIA
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Blue Bell Private Wealth Management's XLF Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q2 2026, selling an estimated $3.64K and leaving 3,076 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #300.
Blue Bell Private Wealth Management first reported a position in XLF in Q4 2013 and has held it in 46 quarters since. The position peaked at $306K in Q1 2022. 1,183 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Blue Bell Private Wealth Management held 3,076 shares of State Street Financial Select Sector SPDR ETF worth $165K as of Q2 2026.
- Blue Bell Private Wealth Management sold 70 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.64K.
- State Street Financial Select Sector SPDR ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #300 holding.
- Blue Bell Private Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 46 quarters since.
- Blue Bell Private Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $306K in Q1 2022.
- 1,183 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.