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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dynamic Wealth Strategies's XLF Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q1 2026, buying an estimated $482K and bringing the position to 54,287 shares worth $2.68M. The position accounts for 1.55% of the portfolio, ranked #16.

Dynamic Wealth Strategies first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Dynamic Wealth Strategies held 54,287 shares of State Street Financial Select Sector SPDR ETF worth $2.68M as of Q1 2026.
Dynamic Wealth Strategies bought 9,250 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $482K.
State Street Financial Select Sector SPDR ETF made up 1.55% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #16 holding.
Dynamic Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.