Concord Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Concord Wealth Partners’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	$81.3K	Buy	+1,517	New	+$78.8K	0.01%	307
2026 Q1	–	Sell	-603	Closed	-$33K	–	802
2025 Q4	$33K	Hold	603	–	–	﹤0.01%	380
2025 Q3	$32.5K	Hold	603	–	–	﹤0.01%	397
2025 Q2	$31.6K	Hold	603	–	–	﹤0.01%	399
2025 Q1	$30K	Hold	603	–	–	﹤0.01%	386
2024 Q4	$29.1K	Sell	603 -70	-10%	-$3.38K	﹤0.01%	408
2024 Q3	$30.5K	Buy	673 +70	+12%	+$3.05K	0.01%	405
2024 Q2	$24.8K	Hold	603	–	–	﹤0.01%	399
2024 Q1	$25.4K	Hold	603	–	–	﹤0.01%	456
2023 Q4	$22.7K	Hold	603	–	–	﹤0.01%	462
2023 Q3	$20K	Sell	603 -328	-35%	-$11.3K	﹤0.01%	510
2023 Q2	$31.4K	Sell	931 -75	-7%	-$2.45K	0.01%	426
2023 Q1	$32.3K	Sell	1,006 -1,599	-61%	-$55.6K	0.01%	413
2022 Q4	$89.1K	Buy	+2,605	New	+$88.1K	0.03%	278
2022 Q3	–	Sell	-2,709	Closed	-$85K	–	1181
2022 Q2	$85K	Hold	2,709	–	–	0.02%	284
2022 Q1	$104K	Sell	2,709 -81	-3%	-$3.17K	0.03%	295
2021 Q4	$109K	Buy	2,790 +2,406	+627%	+$94.6K	0.03%	297
2021 Q3	$14K	Sell	384 -622	-62%	-$23.3K	0.01%	431
2021 Q2	$37K	Sell	1,006 -1,612	-62%	-$59K	0.01%	395
2021 Q1	$89K	Buy	2,618 +2,543	+3,391%	+$81.7K	0.03%	236
2020 Q4	$2K	Buy	+75	New	+$2.01K	﹤0.01%	574

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

Concord Wealth Partners's XLF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 1,517 shares worth $81.3K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XLF as recently as Q4 2025.

Concord Wealth Partners first reported a position in XLF in Q4 2020 and has held it in 21 quarters since. The position peaked at $109K in Q4 2021. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Concord Wealth Partners held 1,517 shares of State Street Financial Select Sector SPDR ETF worth $81.3K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Concord Wealth Partners position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #307 holding.
Concord Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $109K 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 Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.