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

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

Connecticut Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.1% in Q2 2026, buying an estimated $36.4K and bringing the position to 22,968 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #141.

Connecticut Wealth Management first reported a position in XLF in Q3 2020 and has held it in 15 quarters since. 963 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

• Connecticut Wealth Management held 22,968 shares of State Street Financial Select Sector SPDR ETF worth $1.23M as of Q2 2026.
• Connecticut Wealth Management bought 700 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.4K.
• State Street Financial Select Sector SPDR ETF made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #141 holding.
• Connecticut Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 15 quarters since.
• 963 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.