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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.8M Sell
462,778
-331,976
-42% -$17.3M 0.03% 362
2026
Q1
$35.2M Buy
794,754
+244,349
+44% +$12.7M 0.05% 293
2025
Q4
$30.2M Buy
550,405
+122,623
+29% +$6.53M 0.04% 320
2025
Q3
$21.2M Sell
427,782
-29,432
-6% -$1.56M 0.03% 380
2025
Q2
$23.9M Buy
457,214
+104,248
+30% +$5.16M 0.03% 358
2025
Q1
$17.6M Sell
352,966
-162,477
-32% -$8.15M 0.03% 412
2024
Q4
$19M Sell
515,443
-45,402
-8% -$2.2M 0.03% 398
2024
Q3
$25.4M Sell
560,845
-45,507
-8% -$1.99M 0.04% 379
2024
Q2
$24.9M Sell
606,352
-56,635
-9% -$2.33M 0.04% 349
2024
Q1
$27.9M Sell
662,987
-12,831
-2% -$507K 0.05% 326
2023
Q4
$25.4M Buy
675,818
+66,409
+11% +$2.3M 0.05% 338
2023
Q3
$20.2M Sell
609,409
-465
-0.1% -$16K 0.05% 344
2023
Q2
$20.6M Buy
609,874
+19,009
+3% +$620K 0.05% 329
2023
Q1
$19M Buy
590,865
+150,595
+34% +$5.23M 0.05% 322
2022
Q4
$15.1M Buy
+440,270
New +$14.9M 0.05% 304

Other funds holding XLF

Corient Private Wealth's XLF Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 42% in Q2 2026, selling an estimated $17.3M and leaving 462,778 shares worth $24.8M. The position accounts for 0.03% of the portfolio, ranked #362.

Corient Private Wealth first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.2M in Q1 2026. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Corient Private Wealth held 462,778 shares of State Street Financial Select Sector SPDR ETF worth $24.8M as of Q2 2026.
  • Corient Private Wealth sold 331,976 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.3M.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #362 holding.
  • Corient Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $35.2M in Q1 2026.
  • 1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.