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

CreativeOne 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 Q2	$3.83M	Buy	71,360 +11,657	+20%	+$606K	0.08%	232
2026 Q1	$2.95M	Sell	59,703 -13,939	-19%	-$726K	0.07%	267
2025 Q4	$4.03M	Buy	73,642 +7,717	+12%	+$411K	0.1%	189
2025 Q3	$3.55M	Sell	65,925 -2,895	-4%	-$153K	0.09%	212
2025 Q2	$3.6M	Sell	68,820 -518	-0.7%	-$25.6K	0.09%	200
2025 Q1	$3.45M	Sell	69,338 -13,730	-17%	-$689K	0.1%	188
2024 Q4	$4.01M	Buy	83,068 +9,489	+13%	+$459K	0.12%	153
2024 Q3	$3.33M	Buy	73,579 +54,646	+289%	+$2.38M	0.11%	170
2024 Q2	$779K	Sell	18,933 -31,605	-63%	-$1.3M	0.04%	378
2024 Q1	$2.13M	Buy	50,538 +37,117	+277%	+$1.47M	0.08%	221
2023 Q4	$505K	Sell	13,421 -340	-2%	-$11.8K	0.03%	366
2023 Q3	$457K	Sell	13,761 -28,053	-67%	-$967K	0.03%	350
2023 Q2	$1.41M	Sell	41,814 -23,272	-36%	-$760K	0.07%	267
2023 Q1	$2.09M	Sell	65,086 -957	-1%	-$33.3K	0.1%	177
2022 Q4	$2.26M	Sell	66,043 -1,574	-2%	-$53.2K	0.12%	141
2022 Q3	$2.05M	Buy	67,617 +4,935	+8%	+$163K	0.12%	146
2022 Q2	$1.97M	Sell	62,682 -21,449	-25%	-$741K	0.11%	152
2022 Q1	$3.22M	Buy	84,131 +13,603	+19%	+$532K	0.17%	102
2021 Q4	$2.75M	Buy	70,528 +7,260	+11%	+$285K	0.14%	128
2021 Q3	$2.42M	Buy	63,268 +5,732	+10%	+$214K	0.14%	126
2021 Q2	$2.11M	Buy	57,536 +6,925	+14%	+$253K	0.13%	148
2021 Q1	$1.72M	Buy	50,611 +27,399	+118%	+$880K	0.13%	136
2020 Q4	$684K	Buy	+23,212	New	+$621K	0.06%	242
2020 Q1	–	Sell	-7,979	Closed	-$246K	–	240
2019 Q4	$246K	Buy	+7,979	New	+$234K	0.04%	190

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

CreativeOne Wealth's XLF Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q2 2026, buying an estimated $606K and bringing the position to 71,360 shares worth $3.83M. The position accounts for 0.08% of the portfolio, ranked #232.

CreativeOne Wealth first reported a position in XLF in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.03M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CreativeOne Wealth held 71,360 shares of State Street Financial Select Sector SPDR ETF worth $3.83M as of Q2 2026.
CreativeOne Wealth bought 11,657 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $606K.
State Street Financial Select Sector SPDR ETF made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #232 holding.
CreativeOne Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
CreativeOne Wealth's State Street Financial Select Sector SPDR ETF position peaked at $4.03M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.