HighMark Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

HighMark Wealth Management’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	$321	Hold	6	–	–	﹤0.01%	529
2026 Q1	$296	Hold	6	–	–	﹤0.01%	524
2025 Q4	$328	Buy	+6	New	+$320	﹤0.01%	552
2020 Q3	–	Sell	-70	Closed	-$2K	–	482
2020 Q2	$2K	Buy	+70	New	+$1.59K	﹤0.01%	396

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

HighMark Wealth Management's XLF Position: Q2 2026 in Review

HighMark Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 6 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #529.

HighMark Wealth Management first reported a position in XLF in Q2 2020 and has held it in 4 quarters since. The position peaked at $2K in Q2 2020. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

HighMark Wealth Management held 6 shares of State Street Financial Select Sector SPDR ETF worth $321 as of Q2 2026.
HighMark Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #529 holding.
HighMark Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 4 quarters since.
HighMark Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2K in Q2 2020.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.