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

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

Collaborative Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q2 2026, selling an estimated $91.2K and leaving 7,288 shares worth $391K. The position accounts for 0.16% of the portfolio, ranked #93.

Collaborative Wealth Management first reported a position in XLF in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2021. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

• Collaborative Wealth Management held 7,288 shares of State Street Financial Select Sector SPDR ETF worth $391K as of Q2 2026.
• Collaborative Wealth Management sold 1,754 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $91.2K.
• State Street Financial Select Sector SPDR ETF made up 0.16% of Collaborative Wealth Management's portfolio in Q2 2026, its #93 holding.
• Collaborative Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
• Collaborative Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.01M in Q4 2021.
• 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.