FOCUS Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-82,453
Closed -$4.07M 69
2026
Q1
$4.07M Sell
82,453
-4,033
-5% -$210K 1.99% 17
2025
Q4
$4.74M Buy
86,486
+6,777
+9% +$361K 2.2% 14
2025
Q3
$4.29M Buy
79,709
+2,105
+3% +$112K 2.06% 17
2025
Q2
$4.06M Buy
77,604
+585
+0.8% +$29K 2.11% 15
2025
Q1
$3.84M Buy
77,019
+2,107
+3% +$106K 2.12% 16
2024
Q4
$3.62M Buy
+74,912
New +$3.62M 1.92% 17

Other funds holding XLF

FOCUS Wealth Advisors's XLF Position: Q2 2026 in Review

FOCUS Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 82,453 shares — an estimated $4.07M sold.

FOCUS Wealth Advisors first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $4.74M in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • FOCUS Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 82,453 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.07M.
  • FOCUS Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
  • FOCUS Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.74M in Q4 2025.
  • 1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.