High Point Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
WA
JSAM
High Point Wealth Management's XLF Position: Q2 2026 in Review
High Point Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q2 2026, selling an estimated $14.3K and leaving 11,455 shares worth $614K. The position accounts for 0.5% of the portfolio, ranked #52.
High Point Wealth Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $647K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- High Point Wealth Management held 11,455 shares of State Street Financial Select Sector SPDR ETF worth $614K as of Q2 2026.
- High Point Wealth Management sold 276 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $14.3K.
- State Street Financial Select Sector SPDR ETF made up 0.5% of High Point Wealth Management's portfolio in Q2 2026, its #52 holding.
- High Point Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- High Point Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $647K in Q4 2025.
- 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.