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

CrossGen 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	$620K	Buy	11,567 +164	+1%	+$8.52K	0.48%	40
2026 Q1	$563K	Sell	11,403 -1	-0%	-$52	0.49%	38
2025 Q4	$625K	Buy	+11,404	New	+$608K	0.55%	38

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

CrossGen Wealth's XLF Position: Q2 2026 in Review

CrossGen Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q2 2026, buying an estimated $8.52K and bringing the position to 11,567 shares worth $620K. The position accounts for 0.48% of the portfolio, ranked #40.

CrossGen Wealth first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $625K in Q4 2025. 1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CrossGen Wealth held 11,567 shares of State Street Financial Select Sector SPDR ETF worth $620K as of Q2 2026.
CrossGen Wealth bought 164 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.52K.
State Street Financial Select Sector SPDR ETF made up 0.48% of CrossGen Wealth's portfolio in Q2 2026, its #40 holding.
CrossGen Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's State Street Financial Select Sector SPDR ETF position peaked at $625K in Q4 2025.
1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.