HWP
XLF icon

Highline Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Highline Wealth Partners’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 		$349K Buy
6,508
+2,120
+48% +$110K 0.07% 85
2026
Q1 		$217K Hold
4,388
– – 0.06% 77
2025
Q4 		$240K Buy
4,388
+1,550
+55% +$82.6K 0.07% 60
2025
Q3 		$153K Buy
2,838
+2,446
+624% +$130K 0.04% 110
2025
Q2 		$20.5K Sell
392
-407
-51% -$20.1K 0.01% 223
2025
Q1 		$39.8K Hold
799
– – 0.01% 149
2024
Q4 		$38.6K Hold
799
– – 0.01% 142
2024
Q3 		$36.2K Hold
799
– – 0.01% 147
2024
Q2 		$32.8K Buy
799
+71
+10% +$2.92K 0.01% 147
2024
Q1 		$30.7K Buy
+728
New +$28.7K 0.01% 156

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Highline Wealth Partners's XLF Position: Q2 2026 in Review

Highline Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 48% in Q2 2026, buying an estimated $110K and bringing the position to 6,508 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #85.

Highline Wealth Partners first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Highline Wealth Partners held 6,508 shares of State Street Financial Select Sector SPDR ETF worth $349K as of Q2 2026.
  • Highline Wealth Partners bought 2,120 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of Highline Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Highline Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.