Brandywine Oak Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Brandywine Oak Private 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	$3.66M	Sell	68,229 -206	-0.3%	-$10.7K	0.28%	50
2026 Q1	$3.38M	Sell	68,435 -2,086	-3%	-$109K	0.28%	48
2025 Q4	$3.86M	Sell	70,521 -907	-1%	-$48.3K	0.32%	41
2025 Q3	$3.85M	Sell	71,428 -646	-0.9%	-$34.2K	0.33%	40
2025 Q2	$3.77M	Sell	72,074 -887	-1%	-$43.9K	0.35%	39
2025 Q1	$3.63M	Buy	72,961 +274	+0.4%	+$13.7K	0.36%	39
2024 Q4	$3.51M	Sell	72,687 -257	-0.4%	-$12.4K	0.34%	42
2024 Q3	$3.31M	Sell	72,944 -963	-1%	-$42K	0.32%	42
2024 Q2	$3.04M	Sell	73,907 -313	-0.4%	-$12.9K	0.31%	43
2024 Q1	$3.13M	Buy	74,220 +264	+0.4%	+$10.4K	0.33%	43
2023 Q4	$2.78M	Sell	73,956 -4,195	-5%	-$145K	0.31%	45
2023 Q3	$2.59M	Sell	78,151 -1,952	-2%	-$67.3K	0.3%	47
2023 Q2	$2.7M	Sell	80,103 -2,509	-3%	-$81.9K	0.3%	48
2023 Q1	$2.66M	Sell	82,612 -1,239	-1%	-$43.1K	0.31%	46
2022 Q4	$2.87M	Sell	83,851 -6,903	-8%	-$233K	0.36%	45
2022 Q3	$2.75M	Sell	90,754 -12,216	-12%	-$404K	0.37%	42
2022 Q2	$3.24M	Sell	102,970 -410,384	-80%	-$14.2M	0.41%	33
2022 Q1	$19.7M	Sell	513,354 -15,101	-3%	-$590K	2.25%	10
2021 Q4	$20.5M	Sell	528,455 -66,427	-11%	-$2.61M	2.24%	10
2021 Q3	$22M	Buy	594,882 +6,045	+1%	+$226K	2.56%	8
2021 Q2	$21.6M	Buy	588,837 +199,766	+51%	+$7.31M	2.52%	9
2021 Q1	$13.2M	Buy	389,071 +72,399	+23%	+$2.33M	1.95%	16
2020 Q4	$9.34M	Sell	316,672 -26,099	-8%	-$698K	1.42%	19
2020 Q3	$8.25M	Sell	342,771 -8,036	-2%	-$195K	1.38%	18
2020 Q2	$8.14M	Sell	350,807 -283,190	-45%	-$6.43M	1.45%	18
2020 Q1	$13.1M	Sell	633,997 -14,771	-2%	-$407K	2.71%	11
2019 Q4	$20M	Sell	648,768 -13,336	-2%	-$391K	3.63%	8
2019 Q3	$18.5M	Buy	662,104 +10,295	+2%	+$284K	3.51%	9
2019 Q2	$18M	Sell	651,809 -76,540	-11%	-$2.07M	3.6%	9
2019 Q1	$18.7M	Buy	728,349 +94,189	+15%	+$2.43M	3.9%	8
2018 Q4	$15.3M	Buy	+634,160	New	+$16.5M	3.43%	7

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

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

Brandywine Oak Private Wealth's XLF Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.3% in Q2 2026, selling an estimated $10.7K and leaving 68,229 shares worth $3.66M. The position accounts for 0.28% of the portfolio, ranked #50.

Brandywine Oak Private Wealth first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $22M in Q3 2021. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Brandywine Oak Private Wealth held 68,229 shares of State Street Financial Select Sector SPDR ETF worth $3.66M as of Q2 2026.
Brandywine Oak Private Wealth sold 206 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.7K.
State Street Financial Select Sector SPDR ETF made up 0.28% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #50 holding.
Brandywine Oak Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $22M in Q3 2021.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.