KFA Private Wealth Group
XLF icon

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

KFA Private Wealth Group’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
Q3 		$696K Sell
13,041
-237
-2% -$13.4K 0.16% 64
2026
Q2 		$712K Sell
13,278
-22,881
-63% -$1.19M 0.17% 61
2026
Q1 		$1.79M Sell
36,159
-219
-0.6% -$11.4K 0.43% 35
2025
Q4 		$1.99M Sell
36,378
-489
-1% -$26.1K 0.48% 31
2025
Q3 		$1.99M Sell
36,867
-1,556
-4% -$82.4K 0.57% 30
2025
Q2 		$2.01M Buy
38,423
+23
+0.1% +$1.14K 0.62% 28
2025
Q1 		$1.91M Buy
38,400
+23,400
+156% +$1.17M 0.67% 28
2024
Q4 		$725K Buy
15,000
+5,062
+51% +$245K 0.3% 33
2024
Q3 		$450K Buy
9,938
+23
+0.2% +$1K 0.22% 43
2024
Q2 		$408K Sell
9,915
-679
-6% -$27.9K 0.21% 50
2024
Q1 		$446K Buy
10,594
+951
+10% +$37.5K 0.14% 66
2023
Q4 		$363K Buy
9,643
+30
+0.3% +$1.04K 0.13% 63
2023
Q3 		$319K Buy
9,613
+27
+0.3% +$930 0.13% 63
2023
Q2 		$323K Buy
9,586
+118
+1% +$3.85K 0.13% 57
2023
Q1 		$304K Buy
9,468
+563
+6% +$19.6K 0.14% 61
2022
Q4 		$305K Buy
8,905
+59
+0.7% +$2K 0.16% 50
2022
Q3 		$269K Buy
8,846
+31
+0.4% +$1.02K 0.14% 55
2022
Q2 		$277K Buy
8,815
+31
+0.4% +$1.07K 0.15% 52
2022
Q1 		$337K Buy
8,784
+1,287
+17% +$50.3K 0.17% 52
2021
Q4 		$293K Buy
7,497
+278
+4% +$10.9K 0.15% 61
2021
Q3 		$271K Buy
7,219
+107
+2% +$4K 0.15% 61
2021
Q2 		$261K Buy
+7,112
New +$260K 0.14% 63

Other funds holding XLF

BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KFA Private Wealth Group's XLF Position: Q3 2026 in Review

KFA Private Wealth Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q3 2026, selling an estimated $13.4K and leaving 13,041 shares worth $696K. The position accounts for 0.16% of the portfolio, ranked #64.

KFA Private Wealth Group first reported a position in XLF in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.01M in Q2 2025. 716 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • KFA Private Wealth Group held 13,041 shares of State Street Financial Select Sector SPDR ETF worth $696K as of Q3 2026.
  • KFA Private Wealth Group sold 237 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $13.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.16% of KFA Private Wealth Group's portfolio in Q3 2026, its #64 holding.
  • KFA Private Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 22 quarters since.
  • KFA Private Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $2.01M in Q2 2025.
  • 716 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.