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Facet Wealth Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Facet Wealth Inc’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 		$434K Buy
8,087
+3,391
+72% +$176K 0.01% 240
2026
Q1 		$232K Buy
4,696
+250
+6% +$13K ﹤0.01% 308
2025
Q4 		$236K Buy
+4,446
New +$237K ﹤0.01% 260

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Facet Wealth Inc's XLF Position: Q2 2026 in Review

Facet Wealth Inc increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 72% in Q2 2026, buying an estimated $176K and bringing the position to 8,087 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #240.

Facet Wealth Inc first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Facet Wealth Inc held 8,087 shares of State Street Financial Select Sector SPDR ETF worth $434K as of Q2 2026.
  • Facet Wealth Inc bought 3,391 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $176K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #240 holding.
  • Facet Wealth Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.