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

Core 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 		$1.23M Buy
22,884
+1,128
+5% +$58.6K 0.52% 49
2026
Q1 		$1.07M Buy
21,756
+7,115
+49% +$371K 0.5% 51
2025
Q4 		$802K Buy
14,641
+394
+3% +$21K 0.36% 63
2025
Q3 		$767K Buy
14,247
+42
+0.3% +$2.23K 0.35% 63
2025
Q2 		$744K Sell
14,205
-2,435
-15% -$121K 0.38% 63
2025
Q1 		$829K Buy
16,640
+3,402
+26% +$171K 0.48% 53
2024
Q4 		$640K Buy
13,238
+6,561
+98% +$317K 0.37% 62
2024
Q3 		$303K Buy
6,677
+19
+0.3% +$829 0.18% 113
2024
Q2 		$274K Buy
6,658
+19
+0.3% +$782 0.19% 110
2024
Q1 		$280K Buy
6,639
+18
+0.3% +$711 0.21% 95
2023
Q4 		$249K Buy
6,621
+25
+0.4% +$865 0.2% 95
2023
Q3 		$219K Buy
6,596
+23
+0.3% +$793 0.2% 96
2023
Q2 		$222K Hold
6,573
– – 0.2% 92
2023
Q1 		$211K Buy
+6,573
New +$228K 0.21% 90

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Core Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.2% in Q2 2026, buying an estimated $58.6K and bringing the position to 22,884 shares worth $1.23M. The position accounts for 0.52% of the portfolio, ranked #49.

Core Wealth Partners first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Core Wealth Partners held 22,884 shares of State Street Financial Select Sector SPDR ETF worth $1.23M as of Q2 2026.
  • Core Wealth Partners bought 1,128 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $58.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.52% of Core Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Core Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.