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

Dopkins 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	$284K	Hold	5,305	–	–	0.1%	76
2026 Q1	$262K	Hold	5,305	–	–	0.11%	79
2025 Q4	$291K	Hold	5,305	–	–	0.12%	68
2025 Q3	$286K	Hold	5,305	–	–	0.12%	66
2025 Q2	$278K	Hold	5,305	–	–	0.12%	66
2025 Q1	$264K	Hold	5,305	–	–	0.13%	68
2024 Q4	$256K	Hold	5,305	–	–	0.13%	69
2024 Q3	$240K	Hold	5,305	–	–	0.19%	52
2024 Q2	$218K	Hold	5,305	–	–	0.13%	71
2024 Q1	$223K	Buy	+5,305	New	+$209K	0.13%	69

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

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

Dopkins Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,305 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #76.

Dopkins Wealth Management first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $291K in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Dopkins Wealth Management held 5,305 shares of State Street Financial Select Sector SPDR ETF worth $284K as of Q2 2026.
Dopkins Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.1% of Dopkins Wealth Management's portfolio in Q2 2026, its #76 holding.
Dopkins Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Dopkins Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $291K in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.