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

Cooksen Wealth’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	$7.19M	Buy	131,332 +5,301	+4%	+$301K	4.41%	4
2026 Q2	$6.76M	Buy	126,031 +7,366	+6%	+$383K	4.26%	4
2026 Q1	$5.86M	Buy	118,665 +11,293	+11%	+$588K	4.26%	4
2025 Q4	$5.88M	Buy	107,372 +2,466	+2%	+$131K	4.3%	4
2025 Q3	$5.65M	Buy	104,906 +5,627	+6%	+$298K	4.22%	5
2025 Q2	$5.2M	Buy	99,279 +8,283	+9%	+$410K	4.18%	4
2025 Q1	$3.83M	Sell	90,996 -5,874	-6%	-$295K	3.89%	5
2024 Q4	$4.68M	Buy	96,870 +1,769	+2%	+$85.5K	4.31%	5
2024 Q3	$4.31M	Sell	95,101 -701	-0.7%	-$30.6K	4.03%	4
2024 Q2	$3.94M	Buy	95,802 +4,806	+5%	+$198K	3.97%	5
2024 Q1	$3.83M	Buy	90,996 +5,829	+7%	+$230K	3.99%	5
2023 Q4	$3.2M	Buy	+85,167	New	+$2.95M	3.64%	6

Other funds holding XLF

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

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooksen Wealth's XLF Position: Q3 2026 in Review

Cooksen Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.2% in Q3 2026, buying an estimated $301K and bringing the position to 131,332 shares worth $7.19M. The position accounts for 4.41% of the portfolio, ranked #4.

Cooksen Wealth first reported a position in XLF in Q4 2023 and has held it in 12 quarters since. 660 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Cooksen Wealth held 131,332 shares of State Street Financial Select Sector SPDR ETF worth $7.19M as of Q3 2026.
Cooksen Wealth bought 5,301 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $301K.
State Street Financial Select Sector SPDR ETF made up 4.41% of Cooksen Wealth's portfolio in Q3 2026, its #4 holding.
Cooksen Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
660 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.