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

DecisionPoint Financial’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 Q3	$4.97K	Buy	+93	New	+$5.27K	﹤0.01%	280
2026 Q1	–	Sell	-55	Closed	-$3.01K	–	738
2025 Q4	$3.01K	Sell	55 -5	-8%	-$266	﹤0.01%	298
2025 Q3	$3.2K	Buy	+60	New	+$3.18K	﹤0.01%	204

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

DecisionPoint Financial's XLF Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 93 shares worth $4.97K. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in XLF as recently as Q4 2025.

DecisionPoint Financial first reported a position in XLF in Q3 2025 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

DecisionPoint Financial held 93 shares of State Street Financial Select Sector SPDR ETF worth $4.97K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new DecisionPoint Financial position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #280 holding.
DecisionPoint Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
767 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.