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

Concentrum 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 Q3	$225K	Buy	+4,208	New	+$239K	0.05%	122

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 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

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

Concentrum Wealth Management's XLF Position: Q3 2026 in Review

Concentrum Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 4,208 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #122 among its holdings.

1,189 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Concentrum Wealth Management held 4,208 shares of State Street Financial Select Sector SPDR ETF worth $225K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new Concentrum Wealth Management position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of Concentrum Wealth Management's portfolio in Q3 2026, its #122 holding.
1,189 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Concentrum Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.