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

Cyndeo 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 		$324K Buy
6,038
+1,362
+29% +$70.8K 0.02% 426
2026
Q1 		$231K Sell
4,676
-1,552
-25% -$80.9K 0.01% 451
2025
Q4 		$341K Sell
6,228
-130
-2% -$6.93K 0.02% 381
2025
Q3 		$343K Sell
6,358
-19
-0.3% -$1.01K 0.02% 369
2025
Q2 		$334K Sell
6,377
-418
-6% -$20.7K 0.02% 366
2025
Q1 		$338K Buy
6,795
+2,446
+56% +$123K 0.02% 348
2024
Q4 		$210K Sell
4,349
-1,547
-26% -$74.8K 0.01% 428
2024
Q3 		$267K Buy
+5,896
New +$257K 0.02% 390

Other funds holding XLF

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
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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 29% in Q2 2026, buying an estimated $70.8K and bringing the position to 6,038 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #426.

Cyndeo Wealth Partners first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $343K in Q3 2025. 444 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Cyndeo Wealth Partners held 6,038 shares of State Street Financial Select Sector SPDR ETF worth $324K as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,362 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $70.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #426 holding.
  • Cyndeo Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Cyndeo Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $343K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.