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

Focused 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
2020 Q3	–	Sell	-9,000	Closed	-$15K	–	883
2020 Q2	$15K	Buy	+9,000	New	+$204K	﹤0.01%	449
2019 Q4	–	Sell	-25,000	Closed	-$4K	–	781
2019 Q3	$4K	Buy	+25,000	New	+$690K	﹤0.01%	601

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

Focused Wealth Management's XLF Position: Q2 2026 in Review

Focused Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.9% in Q2 2026, buying an estimated $626K and bringing the position to 317,863 shares worth $17M. The position accounts for 1.48% of the portfolio, ranked #12.

Focused Wealth Management first reported a position in XLF in Q3 2013 and has held it in 52 quarters since. The position peaked at $26.4M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Focused Wealth Management held 317,863 shares of State Street Financial Select Sector SPDR ETF worth $17M as of Q2 2026.
Focused Wealth Management bought 12,049 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $626K.
State Street Financial Select Sector SPDR ETF made up 1.48% of Focused Wealth Management's portfolio in Q2 2026, its #12 holding.
Focused Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 52 quarters since.
Focused Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $26.4M in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.