Bulwark Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bulwark Capital’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 Q3	$731K	Hold	13,680	–	–	0.39%	44
2026 Q2	$733K	Hold	13,680	–	–	0.41%	39
2026 Q1	$675K	Hold	13,680	–	–	0.42%	35
2025 Q4	$749K	Hold	13,680	–	–	0.53%	31
2025 Q3	$737K	Hold	13,680	–	–	0.57%	32
2025 Q2	$716K	Buy	+13,680	New	+$677K	0.6%	34

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bulwark Capital's XLF Position: Q3 2026 in Review

Bulwark Capital held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 13,680 shares worth $731K. The position accounts for 0.39% of the portfolio, ranked #44.

Bulwark Capital first reported a position in XLF in Q2 2025 and has held it in 6 quarters since. The position peaked at $749K in Q4 2025. 930 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Bulwark Capital held 13,680 shares of State Street Financial Select Sector SPDR ETF worth $731K as of Q3 2026.
Bulwark Capital left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.39% of Bulwark Capital's portfolio in Q3 2026, its #44 holding.
Bulwark Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's State Street Financial Select Sector SPDR ETF position peaked at $749K in Q4 2025.
930 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.