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 Q2	$772K	Sell	14,407 -1,728	-11%	-$89.8K	0.19%	117
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 $1.81T 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

EPG Wealth Management's XLF Position: Q2 2026 in Review

EPG Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, selling an estimated $89.8K and leaving 14,407 shares worth $772K. The position accounts for 0.19% of the portfolio, ranked #117.

EPG Wealth Management first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.49M in Q1 2022. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

EPG Wealth Management held 14,407 shares of State Street Financial Select Sector SPDR ETF worth $772K as of Q2 2026.
EPG Wealth Management sold 1,728 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $89.8K.
State Street Financial Select Sector SPDR ETF made up 0.19% of EPG Wealth Management's portfolio in Q2 2026, its #117 holding.
EPG Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
EPG Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.49M in Q1 2022.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.