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 Q3	$3.11M	Sell	58,299 -184	-0.3%	-$10.4K	1.66%	18
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 $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Dynamic Wealth Strategies's XLF Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.31% in Q3 2026, selling an estimated $10.4K and leaving 58,299 shares worth $3.11M. The position accounts for 1.66% of the portfolio, ranked #18.

Dynamic Wealth Strategies first reported a position in XLF in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.14M in Q2 2026. 1,511 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Dynamic Wealth Strategies held 58,299 shares of State Street Financial Select Sector SPDR ETF worth $3.11M as of Q3 2026.
Dynamic Wealth Strategies sold 184 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $10.4K.
State Street Financial Select Sector SPDR ETF made up 1.66% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #18 holding.
Dynamic Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's State Street Financial Select Sector SPDR ETF position peaked at $3.14M in Q2 2026.
1,511 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.