Dynamic Wealth Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Dynamic Wealth Strategies’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	$3.14M	Buy	58,483 +4,196	+8%	+$218K	1.67%	17
2026 Q1	$2.68M	Buy	54,287 +9,250	+21%	+$482K	1.55%	16
2025 Q4	$2.47M	Buy	45,037 +15,603	+53%	+$831K	1.47%	18
2025 Q3	$1.59M	Buy	29,434 +28,611	+3,476%	+$1.52M	1.06%	24
2025 Q2	$43.1K	Sell	823 -2,112	-72%	-$105K	0.03%	129
2025 Q1	$146K	Sell	2,935 -1,320	-31%	-$66.2K	0.12%	81
2024 Q4	$206K	Sell	4,255 -1,332	-24%	-$64.4K	0.18%	62
2024 Q3	$253K	Sell	5,587 -79	-1%	-$3.45K	0.21%	55
2024 Q2	$233K	Sell	5,666 -180	-3%	-$7.41K	0.2%	60
2024 Q1	$246K	Sell	5,846 -40	-0.7%	-$1.58K	0.21%	53
2023 Q4	$221K	Buy	+5,886	New	+$204K	0.2%	53

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

Dynamic Wealth Strategies's XLF Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.7% in Q2 2026, buying an estimated $218K and bringing the position to 58,483 shares worth $3.14M. The position accounts for 1.67% of the portfolio, ranked #17.

Dynamic Wealth Strategies first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Dynamic Wealth Strategies held 58,483 shares of State Street Financial Select Sector SPDR ETF worth $3.14M as of Q2 2026.
Dynamic Wealth Strategies bought 4,196 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $218K.
State Street Financial Select Sector SPDR ETF made up 1.67% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #17 holding.
Dynamic Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.