Endeavor Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Endeavor Private Wealth’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	$546K	Sell	10,186 -1,382	-12%	-$71.8K	0.13%	124
2026 Q1	$571K	Sell	11,568 -1,301	-10%	-$67.8K	0.16%	113
2025 Q4	$705K	Sell	12,869 -1,446	-10%	-$77K	0.2%	95
2025 Q3	$771K	Buy	+14,315	New	+$758K	0.24%	86
2025 Q1	–	Sell	-94	Closed	-$4.54K	–	210
2024 Q4	$4.54K	Buy	+94	New	+$4.54K	﹤0.01%	174

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

Endeavor Private Wealth's XLF Position: Q2 2026 in Review

Endeavor Private Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, selling an estimated $71.8K and leaving 10,186 shares worth $546K. The position accounts for 0.13% of the portfolio, ranked #124.

Endeavor Private Wealth first reported a position in XLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $771K in Q3 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Endeavor Private Wealth held 10,186 shares of State Street Financial Select Sector SPDR ETF worth $546K as of Q2 2026.
Endeavor Private Wealth sold 1,382 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $71.8K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Endeavor Private Wealth's portfolio in Q2 2026, its #124 holding.
Endeavor Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Endeavor Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $771K in Q3 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.