EWP
XLF icon

Elevation Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Elevation Wealth Partners’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 		$123K Buy
2,297
+8
+0.3% +$454 0.03% 183
2026
Q2 		$123K Buy
2,289
+282
+14% +$14.7K 0.04% 170
2026
Q1 		$99.1K Buy
2,007
+10
+0.5% +$521 0.04% 167
2025
Q4 		$109K Buy
1,997
+7
+0.4% +$373 0.04% 162
2025
Q3 		$107K Buy
1,990
+6
+0.3% +$318 0.04% 165
2025
Q2 		$104K Buy
1,984
+7
+0.4% +$346 0.04% 171
2025
Q1 		$98.5K Buy
1,977
+7
+0.4% +$351 0.04% 175
2024
Q4 		$95.2K Sell
1,970
-242
-11% -$11.7K 0.04% 175
2024
Q3 		$100K Buy
2,212
+257
+13% +$11.2K 0.04% 166
2024
Q2 		$80.4K Buy
1,955
+8
+0.4% +$329 0.04% 176
2024
Q1 		$82K Buy
1,947
+7
+0.4% +$276 0.04% 177
2023
Q4 		$64.3K Hold
1,940
– – 0.04% 189
2023
Q3 		$64.3K Hold
1,940
– – 0.06% 133
2023
Q2 		$65.4K Hold
1,940
– – 0.06% 134
2023
Q1 		$62.4K Buy
+1,940
New +$67.4K 0.06% 136

Other funds holding XLF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Elevation Wealth Partners's XLF Position: Q3 2026 in Review

Elevation Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.35% in Q3 2026, buying an estimated $454 and bringing the position to 2,297 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #183.

Elevation Wealth Partners first reported a position in XLF in Q1 2023 and has held it in 15 quarters since. The position peaked at $123K in Q2 2026. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Elevation Wealth Partners held 2,297 shares of State Street Financial Select Sector SPDR ETF worth $123K as of Q3 2026.
  • Elevation Wealth Partners bought 8 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $454.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #183 holding.
  • Elevation Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $123K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.