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

Bulltick Wealth Management’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	$357K	Buy	6,651 +311	+5%	+$16.2K	0.07%	97
2026 Q1	$313K	Buy	6,340 +705	+13%	+$36.7K	0.07%	109
2025 Q4	$309K	Buy	5,635 +1,168	+26%	+$62.2K	0.07%	101
2025 Q3	$241K	Buy	4,467 +57	+1%	+$3.02K	0.06%	98
2025 Q2	$231K	Sell	4,410 -55,974	-93%	-$2.77M	0.06%	110
2025 Q1	$3.01M	Buy	60,384 +13,580	+29%	+$681K	0.8%	39
2024 Q4	$2.26M	Buy	46,804 +41,016	+709%	+$1.98M	0.52%	46
2024 Q3	$262K	Buy	+5,788	New	+$253K	0.06%	103
2024 Q1	–	Sell	-7,482	Closed	-$281K	–	121
2023 Q4	$281K	Sell	7,482 -1,250	-14%	-$43.3K	0.06%	94
2023 Q3	$290K	Sell	8,732 -1,260	-13%	-$43.4K	0.07%	100
2023 Q2	$337K	Sell	9,992 -305	-3%	-$9.95K	0.07%	104
2023 Q1	$331K	Sell	10,297 -2,719	-21%	-$94.5K	0.09%	104
2022 Q4	$445K	Sell	13,016 -10,660	-45%	-$361K	0.13%	80
2022 Q3	$719K	Buy	23,676 +200	+0.9%	+$6.61K	0.22%	60
2022 Q2	$738K	Buy	23,476 +1,433	+7%	+$49.5K	0.2%	64
2022 Q1	$845K	Buy	22,043 +5,413	+33%	+$212K	0.19%	64
2021 Q4	$649K	Buy	16,630 +4,055	+32%	+$159K	0.13%	70
2021 Q3	$472K	Sell	12,575 -131	-1%	-$4.9K	0.11%	76
2021 Q2	$466K	Buy	12,706 +1,605	+14%	+$58.7K	0.11%	72
2021 Q1	$378K	Buy	11,101 +1,101	+11%	+$35.4K	0.11%	70
2020 Q4	$295K	Buy	+10,000	New	+$268K	0.09%	80

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

Bulltick Wealth Management's XLF Position: Q2 2026 in Review

Bulltick Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.9% in Q2 2026, buying an estimated $16.2K and bringing the position to 6,651 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #97.

Bulltick Wealth Management first reported a position in XLF in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.01M in Q1 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bulltick Wealth Management held 6,651 shares of State Street Financial Select Sector SPDR ETF worth $357K as of Q2 2026.
Bulltick Wealth Management bought 311 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $16.2K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Bulltick Wealth Management's portfolio in Q2 2026, its #97 holding.
Bulltick Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Bulltick Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.01M in Q1 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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