Juncture Wealth Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Juncture Wealth Strategies’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	$343K	Sell	6,405 -644	-9%	-$33.5K	0.09%	138
2026 Q1	$348K	Sell	7,049 -314	-4%	-$16.4K	0.12%	98
2025 Q4	$403K	Sell	7,363 -41	-0.6%	-$2.19K	0.13%	84
2025 Q3	$399K	Buy	+7,404	New	+$392K	0.13%	86
2022 Q1	–	Sell	-113,099	Closed	-$4.42M	–	132
2021 Q4	$4.42M	Buy	+113,099	New	+$4.45M	2.1%	10
2018 Q4	–	Sell	-278,361	Closed	-$7.68M	–	118
2018 Q3	$7.68M	Sell	278,361 -53,344	-16%	-$1.49M	4.02%	4
2018 Q2	$8.82M	Buy	331,705 +13,688	+4%	+$378K	4.72%	4
2018 Q1	$8.77M	Sell	318,017 -16,453	-5%	-$474K	4.89%	5
2017 Q4	$9.34M	Sell	334,470 -15,053	-4%	-$405K	5.25%	4
2017 Q3	$9.04M	Sell	349,523 -14,791	-4%	-$369K	5.07%	5
2017 Q2	$8.99M	Buy	364,314 +25,671	+8%	+$609K	5.16%	3
2017 Q1	$8.04M	Buy	338,643 +11,031	+3%	+$264K	4.94%	3
2016 Q4	$7.62M	Sell	327,612 -18,343	-5%	-$394K	5.27%	2
2016 Q3	$6.68M	Sell	345,955 -145,568	-30%	-$3M	4.5%	4
2016 Q2	$9.86M	Sell	491,523 -476	-0.1%	-$9.63K	7.03%	1
2016 Q1	$9.72M	Buy	491,999 +2,330	+0.5%	+$44.4K	7.17%	2
2015 Q4	$10.2M	Buy	489,669 +34,522	+8%	+$727K	7.65%	2
2015 Q3	$9.05M	Buy	455,147 +25,699	+6%	+$545K	7.34%	2
2015 Q2	$9.19M	Sell	429,448 -1,526	-0.4%	-$32.9K	7.48%	2
2015 Q1	$9.12M	Sell	430,974 -382,814	-47%	-$8.1M	7.49%	2
2014 Q4	$17.7M	Buy	+813,788	New	+$17M	8.47%	2

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

Juncture Wealth Strategies's XLF Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.1% in Q2 2026, selling an estimated $33.5K and leaving 6,405 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #138.

Juncture Wealth Strategies first reported a position in XLF in Q4 2014 and has held it in 21 quarters since. The position peaked at $17.7M in Q4 2014. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Juncture Wealth Strategies held 6,405 shares of State Street Financial Select Sector SPDR ETF worth $343K as of Q2 2026.
Juncture Wealth Strategies sold 644 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $33.5K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Juncture Wealth Strategies's portfolio in Q2 2026, its #138 holding.
Juncture Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 21 quarters since.
Juncture Wealth Strategies's State Street Financial Select Sector SPDR ETF position peaked at $17.7M in Q4 2014.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.