EIP
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Essential Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Essential Investment 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
Q2 		$16.1K Hold
300
– – 0.01% 197
2026
Q1 		$14.8K Hold
300
– – 0.01% 192
2025
Q4 		$16.4K Buy
+300
New +$16K 0.02% 177

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Essential Investment Partners's XLF Position: Q2 2026 in Review

Essential Investment Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 300 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #197.

Essential Investment Partners first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.4K in Q4 2025. 507 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Essential Investment Partners held 300 shares of State Street Financial Select Sector SPDR ETF worth $16.1K as of Q2 2026.
  • Essential Investment Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #197 holding.
  • Essential Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $16.4K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.