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 Q3	$2.37M	Sell	44,449 -1,091	-2%	-$61.9K	0.39%	49
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

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

High Note Wealth's XLF Position: Q3 2026 in Review

High Note Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q3 2026, selling an estimated $61.9K and leaving 44,449 shares worth $2.37M. The position accounts for 0.39% of the portfolio, ranked #49.

High Note Wealth first reported a position in XLF in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.95M in Q2 2025. 716 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

High Note Wealth held 44,449 shares of State Street Financial Select Sector SPDR ETF worth $2.37M as of Q3 2026.
High Note Wealth sold 1,091 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $61.9K.
State Street Financial Select Sector SPDR ETF made up 0.39% of High Note Wealth's portfolio in Q3 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 19 quarters since.
High Note Wealth's State Street Financial Select Sector SPDR ETF position peaked at $2.95M in Q2 2025.
716 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on High Note Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.