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

Buck Wealth Strategies’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	$4.87K	Buy	+91	New	+$4.73K	﹤0.01%	728
2023 Q4	–	Sell	-87	Closed	-$2.89K	–	349
2023 Q3	$2.89K	Buy	+87	New	+$3K	﹤0.01%	282

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 22.9% 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

Buck Wealth Strategies's XLF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 91 shares worth $4.87K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in XLF as recently as Q3 2023.

Buck Wealth Strategies first reported a position in XLF in Q3 2023 and has held it in 2 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Buck Wealth Strategies held 91 shares of State Street Financial Select Sector SPDR ETF worth $4.87K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Buck Wealth Strategies position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #728 holding.
Buck Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.