Invictus Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$45.4M Buy
919,245
+33,562
+4% +$1.75M 2.8% 13
2025
Q4
$48.5M Buy
885,683
+31,224
+4% +$1.66M 2.94% 11
2025
Q3
$46M Buy
854,459
+19,513
+2% +$1.03M 2.88% 12
2025
Q2
$43.7M Buy
834,946
+29,554
+4% +$1.46M 2.99% 10
2025
Q1
$40.1M Buy
805,392
+24,332
+3% +$1.22M 3.18% 11
2024
Q4
$37.7M Buy
781,060
+1,780
+0.2% +$86.1K 2.87% 11
2024
Q3
$35.3M Buy
779,280
+17,999
+2% +$785K 2.8% 12
2024
Q2
$31.3M Buy
761,281
+26,790
+4% +$1.1M 2.63% 13
2024
Q1
$30.9M Buy
734,491
+9,498
+1% +$375K 2.75% 12
2023
Q4
$27.3M Buy
724,993
+25,635
+4% +$887K 2.67% 13
2023
Q3
$23.2M Buy
699,358
+33,237
+5% +$1.15M 2.54% 13
2023
Q2
$22.5M Buy
666,121
+21,252
+3% +$694K 2.42% 13
2023
Q1
$20.7M Buy
644,869
+31,017
+5% +$1.08M 2.44% 12
2022
Q4
$21M Buy
+613,852
New +$20.8M 2.7% 12

Other funds holding XLF

Invictus Private Wealth's XLF Position: Q1 2026 in Review

Invictus Private Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.8% in Q1 2026, buying an estimated $1.75M and bringing the position to 919,245 shares worth $45.4M. The position accounts for 2.8% of the portfolio, ranked #13.

Invictus Private Wealth first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.5M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Invictus Private Wealth held 919,245 shares of State Street Financial Select Sector SPDR ETF worth $45.4M as of Q1 2026.
  • Invictus Private Wealth bought 33,562 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.75M.
  • State Street Financial Select Sector SPDR ETF made up 2.8% of Invictus Private Wealth's portfolio in Q1 2026, its #13 holding.
  • Invictus Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Invictus Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $48.5M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.