EPG Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

EPG Wealth Management’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	$797K	Sell	16,135 -59	-0.4%	-$3.07K	0.22%	119
2025 Q4	$887K	Sell	16,194 -340	-2%	-$18.1K	0.24%	111
2025 Q3	$891K	Sell	16,534 -512	-3%	-$27.1K	0.25%	116
2025 Q2	$893K	Sell	17,046 -10,776	-39%	-$533K	0.27%	104
2025 Q1	$1.39M	Sell	27,822 -2,269	-8%	-$114K	0.39%	72
2024 Q4	$1.45M	Sell	30,091 -6,993	-19%	-$338K	0.38%	68
2024 Q3	$1.68M	Buy	+37,084	New	+$1.62M	0.42%	61
2024 Q2	–	Sell	-36,976	Closed	-$1.52M	–	76
2024 Q1	$1.56M	Buy	36,976 +430	+1%	+$17K	0.38%	68
2023 Q4	$1.42M	Buy	36,546 +95	+0.3%	+$3.29K	0.37%	68
2023 Q3	$1.21M	Sell	36,451 -3,704	-9%	-$128K	0.36%	70
2023 Q2	$1.35M	Sell	40,155 -3,263	-8%	-$106K	0.4%	65
2023 Q1	$1.4M	Sell	43,418 -50,507	-54%	-$1.76M	0.44%	57
2022 Q4	$3.21M	Sell	93,925 -667	-0.7%	-$22.6K	1.22%	16
2022 Q3	$2.87M	Buy	94,592 +1,856	+2%	+$61.3K	1.18%	14
2022 Q2	$2.92M	Buy	92,736 +1,642	+2%	+$56.7K	1.25%	15
2022 Q1	$3.49M	Buy	91,094 +4,976	+6%	+$194K	1.21%	14
2021 Q4	$3.36M	Buy	86,118 +339	+0.4%	+$13.3K	1.18%	16
2021 Q3	$3.22M	Buy	85,779 +123	+0.1%	+$4.6K	1.29%	12
2021 Q2	$3.14M	Buy	85,656 +55,537	+184%	+$2.03M	1.33%	13
2021 Q1	$1.03M	Buy	30,119 +2,955	+11%	+$94.9K	0.5%	44
2020 Q4	$801K	Buy	27,164 +106	+0.4%	+$2.84K	0.48%	47
2020 Q3	$651K	Sell	27,058 -13,405	-33%	-$326K	0.48%	47
2020 Q2	$936K	Buy	40,463 +6,882	+20%	+$156K	0.66%	40
2020 Q1	$700K	Buy	33,581 +8,280	+33%	+$228K	0.51%	50
2019 Q4	$779K	Buy	+25,301	New	+$743K	0.57%	38

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

EPG Wealth Management's XLF Position: Q1 2026 in Review

EPG Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.36% in Q1 2026, selling an estimated $3.07K and leaving 16,135 shares worth $797K. The position accounts for 0.22% of the portfolio, ranked #119.

EPG Wealth Management first reported a position in XLF in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.49M in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

EPG Wealth Management held 16,135 shares of State Street Financial Select Sector SPDR ETF worth $797K as of Q1 2026.
EPG Wealth Management sold 59 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.07K.
State Street Financial Select Sector SPDR ETF made up 0.22% of EPG Wealth Management's portfolio in Q1 2026, its #119 holding.
EPG Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.49M in Q1 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.