High Note Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

High Note 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	$2.44M	Sell	45,540 -2,061	-4%	-$107K	0.42%	49
2026 Q1	$2.35M	Sell	47,601 -695	-1%	-$36.2K	0.46%	46
2025 Q4	$2.65M	Sell	48,296 -717	-1%	-$38.2K	0.52%	44
2025 Q3	$2.64M	Sell	49,013 -7,256	-13%	-$384K	0.53%	45
2025 Q2	$2.95M	Sell	56,269 -682	-1%	-$33.8K	0.67%	37
2025 Q1	$2.84M	Sell	56,951 -2,282	-4%	-$114K	0.7%	34
2024 Q4	$2.86M	Sell	59,233 -665	-1%	-$32.2K	0.75%	34
2024 Q3	$2.71M	Sell	59,898 -873	-1%	-$38.1K	0.78%	35
2024 Q2	$2.5M	Sell	60,771 -671	-1%	-$27.6K	0.76%	33
2024 Q1	$2.59M	Sell	61,442 -763	-1%	-$30.1K	0.84%	31
2023 Q4	$2.34M	Sell	62,205 -1,182	-2%	-$40.9K	0.88%	33
2023 Q3	$2.1M	Buy	63,387 +3,945	+7%	+$136K	0.87%	35
2023 Q2	$2M	Sell	59,442 -1,596	-3%	-$52.1K	0.82%	35
2023 Q1	$1.96M	Buy	61,038 +922	+2%	+$32K	0.81%	38
2022 Q4	$2.06M	Sell	60,116 -3,150	-5%	-$107K	0.86%	36
2022 Q3	$2.11M	Sell	63,266 -12	-0%	-$397	0.84%	36
2022 Q2	$1.99M	Buy	63,278 +2,732	+5%	+$94.4K	0.78%	37
2022 Q1	$2.32M	Buy	+60,546	New	+$2.37M	0.82%	40

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

High Note Wealth's XLF Position: Q2 2026 in Review

High Note Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.3% in Q2 2026, selling an estimated $107K and leaving 45,540 shares worth $2.44M. The position accounts for 0.42% of the portfolio, ranked #49.

High Note Wealth first reported a position in XLF in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.95M in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

High Note Wealth held 45,540 shares of State Street Financial Select Sector SPDR ETF worth $2.44M as of Q2 2026.
High Note Wealth sold 2,061 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
State Street Financial Select Sector SPDR ETF made up 0.42% of High Note Wealth's portfolio in Q2 2026, its #49 holding.
High Note Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
High Note Wealth's State Street Financial Select Sector SPDR ETF position peaked at $2.95M in Q2 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.