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

Fiscal Wisdom 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	$315K	Buy	5,871 +785	+15%	+$40.8K	0.27%	70
2026 Q1	$251K	Hold	5,086	–	–	0.24%	67
2025 Q4	$279K	Hold	5,086	–	–	0.26%	64
2025 Q3	$267K	Buy	+5,086	New	+$269K	0.25%	57

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

Fiscal Wisdom Wealth Management's XLF Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, buying an estimated $40.8K and bringing the position to 5,871 shares worth $315K. The position accounts for 0.27% of the portfolio, ranked #70.

Fiscal Wisdom Wealth Management first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. 1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fiscal Wisdom Wealth Management held 5,871 shares of State Street Financial Select Sector SPDR ETF worth $315K as of Q2 2026.
Fiscal Wisdom Wealth Management bought 785 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $40.8K.
State Street Financial Select Sector SPDR ETF made up 0.27% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #70 holding.
Fiscal Wisdom Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.