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

Darwin Wealth Management’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	$2.66M	Buy	49,682 +1,056	+2%	+$54.9K	0.73%	46
2026 Q1	$2.4M	Sell	48,626 -37,074	-43%	-$1.93M	0.75%	41
2025 Q4	$4.69M	Buy	85,700 +1,770	+2%	+$94.3K	1.46%	19
2025 Q3	$4.52M	Buy	83,930 +4,464	+6%	+$237K	1.44%	18
2025 Q2	$4.16M	Sell	79,466 -4,226	-5%	-$209K	1.44%	16
2025 Q1	$4.04M	Hold	83,692	–	–	1.36%	21
2024 Q4	$4.04M	Buy	83,692 +13,738	+20%	+$664K	1.36%	21
2024 Q3	$3.17M	Sell	69,954 -1,616	-2%	-$70.5K	0.87%	36
2024 Q2	$2.94M	Buy	71,570 +30,546	+74%	+$1.26M	1.46%	21
2024 Q1	$1.73M	Sell	41,024 -4,409	-10%	-$174K	0.48%	62
2023 Q4	$1.71M	Sell	45,433 -5,532	-11%	-$192K	0.46%	62
2023 Q3	$1.69M	Sell	50,965 -1,373	-3%	-$47.3K	0.45%	64
2023 Q2	$1.79M	Buy	52,338 +5,232	+11%	+$171K	0.46%	61
2023 Q1	$1.57M	Buy	47,106 +14,596	+45%	+$507K	0.42%	56
2022 Q4	$1.17M	Sell	32,510 -43,050	-57%	-$1.46M	0.3%	69
2022 Q3	$2.4M	Sell	75,560 -9,793	-11%	-$324K	0.6%	42
2022 Q2	$2.82M	Sell	85,353 -95,640	-53%	-$3.31M	0.57%	44
2022 Q1	$6.94M	Buy	180,993 +79,594	+78%	+$3.11M	1.14%	27
2021 Q4	$3.96M	Buy	101,399 +37,970	+60%	+$1.49M	0.62%	39
2021 Q3	$2.38M	Buy	63,429 +33,709	+113%	+$1.26M	0.38%	54
2021 Q2	$1.09M	Buy	29,720 +21,583	+265%	+$790K	0.18%	76
2021 Q1	$277K	Buy	+8,137	New	+$261K	0.05%	140
2020 Q2	–	Sell	-2,177	Closed	-$45K	–	811
2020 Q1	$45K	Buy	+2,177	New	+$59.9K	0.01%	257

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

Darwin Wealth Management's XLF Position: Q2 2026 in Review

Darwin Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q2 2026, buying an estimated $54.9K and bringing the position to 49,682 shares worth $2.66M. The position accounts for 0.73% of the portfolio, ranked #46.

Darwin Wealth Management first reported a position in XLF in Q1 2020 and has held it in 23 quarters since. The position peaked at $6.94M in Q1 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Darwin Wealth Management held 49,682 shares of State Street Financial Select Sector SPDR ETF worth $2.66M as of Q2 2026.
Darwin Wealth Management bought 1,056 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $54.9K.
State Street Financial Select Sector SPDR ETF made up 0.73% of Darwin Wealth Management's portfolio in Q2 2026, its #46 holding.
Darwin Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
Darwin Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $6.94M in Q1 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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