Graetz Wealth’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
$2.85M Buy
53,212
+1,905
+4% +$99K 2.28% 13
2026
Q1
$2.53M Buy
51,307
+1,840
+4% +$95.9K 2.26% 13
2025
Q4
$2.71M Buy
+49,467
New +$2.64M 2.47% 12

Other funds holding XLF

Graetz Wealth's XLF Position: Q2 2026 in Review

Graetz Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.7% in Q2 2026, buying an estimated $99K and bringing the position to 53,212 shares worth $2.85M. The position accounts for 2.28% of the portfolio, ranked #13.

Graetz Wealth first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Graetz Wealth held 53,212 shares of State Street Financial Select Sector SPDR ETF worth $2.85M as of Q2 2026.
  • Graetz Wealth bought 1,905 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $99K.
  • State Street Financial Select Sector SPDR ETF made up 2.28% of Graetz Wealth's portfolio in Q2 2026, its #13 holding.
  • Graetz Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.