Impact Partnership Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Impact Partnership 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 Q1	$7.33M	Buy	148,483 +143,302	+2,766%	+$7.47M	0.91%	23
2025 Q4	$284K	Buy	5,181 +1,260	+32%	+$67.1K	0.04%	282
2025 Q3	$211K	Buy	+3,921	New	+$208K	0.03%	287
2024 Q2	–	Sell	-64	Closed	-$2.69K	–	704
2024 Q1	$2.69K	Sell	64 -21	-25%	-$829	﹤0.01%	555
2023 Q4	$3.2K	Sell	85 -4,169	-98%	-$144K	﹤0.01%	631
2023 Q3	$141K	Buy	4,254 +2,694	+173%	+$92.8K	0.04%	243
2023 Q2	$52.6K	Buy	+1,560	New	+$50.9K	0.02%	251

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impact Partnership Wealth's XLF Position: Q1 2026 in Review

Impact Partnership Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2,766% in Q1 2026, buying an estimated $7.47M and bringing the position to 148,483 shares worth $7.33M. The position accounts for 0.91% of the portfolio, ranked #23.

Impact Partnership Wealth first reported a position in XLF in Q2 2023 and has held it in 7 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Impact Partnership Wealth held 148,483 shares of State Street Financial Select Sector SPDR ETF worth $7.33M as of Q1 2026.
Impact Partnership Wealth bought 143,302 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $7.47M.
State Street Financial Select Sector SPDR ETF made up 0.91% of Impact Partnership Wealth's portfolio in Q1 2026, its #23 holding.
Impact Partnership Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 7 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.