BSW Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
BSW Wealth Partners's XLF Position: Q2 2026 in Review
BSW Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.2% in Q2 2026, buying an estimated $572 and bringing the position to 5,445 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #258.
BSW Wealth Partners first reported a position in XLF in Q4 2023 and has held it in 8 quarters since. The position peaked at $329K in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- BSW Wealth Partners held 5,445 shares of State Street Financial Select Sector SPDR ETF worth $292K as of Q2 2026.
- BSW Wealth Partners bought 11 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $572.
- State Street Financial Select Sector SPDR ETF made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #258 holding.
- BSW Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
- BSW Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $329K in Q2 2025.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.