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Higgins & Schmidt Wealth Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$225K Hold
4,206
– – 0.09% 61
2026
Q1 		$208K Hold
4,206
– – 0.09% 59
2025
Q4 		$230K Buy
4,206
+32
+0.8% +$1.71K 0.11% 55
2025
Q3 		$225K Buy
+4,174
New +$221K 0.11% 52

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 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

Higgins & Schmidt Wealth Strategies's XLF Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,206 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #61.

Higgins & Schmidt Wealth Strategies first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 937 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 4,206 shares of State Street Financial Select Sector SPDR ETF worth $225K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.09% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #61 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Higgins & Schmidt Wealth Strategies's State Street Financial Select Sector SPDR ETF position peaked at $230K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.