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Flywheel Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Flywheel Private Wealth’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 		$1.06M Hold
19,832
– – 0.52% 30
2026
Q1 		$979K Sell
19,832
-100
-0.5% -$5.21K 0.56% 28
2025
Q4 		$1.09M Sell
19,932
-1,628
-8% -$86.7K 0.68% 26
2025
Q3 		$1.16M Hold
21,560
– – 0.91% 22
2025
Q2 		$1.13M Sell
21,560
-3,058
-12% -$151K 0.91% 25
2025
Q1 		$1.23M Hold
24,618
– – 1.12% 22
2024
Q4 		$1.19M Buy
+24,618
New +$1.19M 1.09% 22

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Flywheel Private Wealth's XLF Position: Q2 2026 in Review

Flywheel Private Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 19,832 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #30.

Flywheel Private Wealth first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Flywheel Private Wealth held 19,832 shares of State Street Financial Select Sector SPDR ETF worth $1.06M as of Q2 2026.
  • Flywheel Private Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.52% of Flywheel Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Flywheel Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Flywheel Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $1.23M in Q1 2025.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.