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

Destiny 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	$633K	Sell	11,124 -7,298	-40%	-$379K	0.09%	81
2026 Q1	$909K	Hold	18,422	–	–	0.1%	105
2025 Q4	$984K	Sell	18,422 -249,693	-93%	-$13.3M	0.11%	91
2025 Q3	$14.4M	Buy	268,115 +7,741	+3%	+$410K	1.77%	14
2025 Q2	$13.6M	Buy	260,374 +8,609	+3%	+$426K	1.83%	12
2025 Q1	$12.5M	Buy	251,765 +7,317	+3%	+$367K	1.99%	11
2024 Q4	$11.8M	Buy	244,448 +1,754	+0.7%	+$84.8K	1.93%	14
2024 Q3	$11M	Sell	242,694 -35	-0%	-$1.53K	1.93%	14
2024 Q2	$9.98M	Buy	242,729 +223,819	+1,184%	+$9.21M	1.79%	18
2024 Q1	$796K	Hold	18,910	–	–	0.14%	79
2023 Q4	$711K	Hold	18,910	–	–	0.13%	83
2023 Q3	$627K	Hold	18,910	–	–	0.13%	87
2023 Q2	$667K	Sell	18,910 -3,467	-15%	-$113K	0.13%	86
2023 Q1	$719K	Sell	22,377 -314,710	-93%	-$10.9M	0.15%	84
2022 Q4	$11.5M	Buy	337,087 +13,969	+4%	+$472K	2.5%	8
2022 Q3	$9.81M	Buy	323,118 +313,557	+3,280%	+$10.4M	2.2%	10
2022 Q2	$301K	Sell	9,561 -634	-6%	-$21.9K	0.07%	125
2022 Q1	$391K	Hold	10,195	–	–	0.08%	108
2021 Q4	$398K	Hold	10,195	–	–	0.08%	119
2021 Q3	$383K	Hold	10,195	–	–	0.08%	121
2021 Q2	$374K	Hold	10,195	–	–	0.07%	139
2021 Q1	$347K	Hold	10,195	–	–	0.07%	123
2020 Q4	$301K	Buy	+10,195	New	+$273K	0.06%	157

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

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

Destiny Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 40% in Q2 2026, selling an estimated $379K and leaving 11,124 shares worth $633K. The position accounts for 0.09% of the portfolio, ranked #81.

Destiny Wealth Partners first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.4M in Q3 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Destiny Wealth Partners held 11,124 shares of State Street Financial Select Sector SPDR ETF worth $633K as of Q2 2026.
Destiny Wealth Partners sold 7,298 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $379K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Destiny Wealth Partners's portfolio in Q2 2026, its #81 holding.
Destiny Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Destiny Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $14.4M in Q3 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.