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Caliber Wealth Management (Kansas)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Caliber Wealth Management (Kansas)’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 		$515K Sell
9,612
-220
-2% -$11.4K 0.05% 184
2026
Q1 		$485K Sell
9,832
-2,646
-21% -$138K 0.05% 175
2025
Q4 		$683K Sell
12,478
-975
-7% -$52K 0.07% 154
2025
Q3 		$725K Sell
13,453
-1,756
-12% -$93K 0.08% 147
2025
Q2 		$797K Sell
15,209
-3,703
-20% -$183K 0.09% 148
2025
Q1 		$942K Buy
+18,912
New +$949K 0.13% 130

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s XLF Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q2 2026, selling an estimated $11.4K and leaving 9,612 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #184.

Caliber Wealth Management (Kansas) first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $942K in Q1 2025. 830 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 9,612 shares of State Street Financial Select Sector SPDR ETF worth $515K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 220 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #184 holding.
  • Caliber Wealth Management (Kansas) first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s State Street Financial Select Sector SPDR ETF position peaked at $942K in Q1 2025.
  • 830 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.