Dynasty Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Dynasty Wealth Management's XLF Position: Q2 2026 in Review
Dynasty Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.9% in Q2 2026, buying an estimated $1.35M and bringing the position to 1,431,665 shares worth $76.8M. The position accounts for 0.57% of the portfolio, ranked #38.
Dynasty Wealth Management first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $94.7M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Dynasty Wealth Management held 1,431,665 shares of State Street Financial Select Sector SPDR ETF worth $76.8M as of Q2 2026.
- Dynasty Wealth Management bought 26,020 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.35M.
- State Street Financial Select Sector SPDR ETF made up 0.57% of Dynasty Wealth Management's portfolio in Q2 2026, its #38 holding.
- Dynasty Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- Dynasty Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $94.7M in Q4 2025.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.