Kingsview Wealth Management’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
Q2
$22.1M Buy
412,123
+10,527
+3% +$547K 0.27% 64
2026
Q1
$19.8M Buy
401,596
+301,360
+301% +$15.7M 0.27% 69
2025
Q4
$5.49M Buy
100,236
+6,363
+7% +$339K 0.08% 262
2025
Q3
$5.06M Sell
93,873
-352,923
-79% -$18.7M 0.08% 267
2025
Q2
$23.4M Buy
446,796
+153,472
+52% +$7.6M 0.4% 45
2025
Q1
$14.6M Sell
293,324
-16,702
-5% -$838K 0.28% 62
2024
Q4
$15M Buy
310,026
+189,371
+157% +$9.16M 0.29% 62
2024
Q3
$5.47M Sell
120,655
-163,044
-57% -$7.11M 0.12% 188
2024
Q2
$11.7M Buy
283,699
+76,967
+37% +$3.17M 0.28% 70
2024
Q1
$8.71M Buy
206,732
+13,691
+7% +$540K 0.22% 101
2023
Q4
$7.26M Buy
193,041
+24,276
+14% +$840K 0.22% 120
2023
Q3
$5.6M Buy
168,765
+125,966
+294% +$4.34M 0.2% 117
2023
Q2
$1.44M Buy
42,799
+2,959
+7% +$96.6K 0.06% 310
2023
Q1
$1.28M Sell
39,840
-2,137
-5% -$74.3K 0.05% 333
2022
Q4
$1.44M Sell
41,977
-164,695
-80% -$5.57M 0.06% 280
2022
Q3
$6.28M Buy
206,672
+118,030
+133% +$3.9M 0.3% 84
2022
Q2
$2.79M Sell
88,642
-83,494
-49% -$2.89M 0.13% 171
2022
Q1
$6.6M Buy
172,136
+94,193
+121% +$3.68M 0.29% 81
2021
Q4
$3.04M Buy
77,943
+2,451
+3% +$96.3K 0.13% 179
2021
Q3
$2.83M Sell
75,492
-22,303
-23% -$834K 0.13% 167
2021
Q2
$3.62M Buy
97,795
+7,925
+9% +$290K 0.18% 128
2021
Q1
$3.1M Buy
+89,870
New +$2.89M 0.18% 129
2020
Q4
Sell
-2,830
Closed -$68K 794
2020
Q3
$68K Buy
+2,830
New +$68.8K 0.01% 592
2020
Q2
Sell
-5,450
Closed -$113K 662
2020
Q1
$113K Buy
+5,450
New +$150K 0.02% 447
2019
Q2
Sell
-7,013
Closed -$180K 535
2019
Q1
$180K Sell
7,013
-18,455
-72% -$476K 0.03% 432
2018
Q4
$607K Sell
25,468
-4,927
-16% -$128K 0.13% 190
2018
Q3
$838K Buy
+30,395
New +$850K 0.17% 164

Other funds holding XLF

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

Kingsview Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.6% in Q2 2026, buying an estimated $547K and bringing the position to 412,123 shares worth $22.1M. The position accounts for 0.27% of the portfolio, ranked #64.

Kingsview Wealth Management first reported a position in XLF in Q3 2018 and has held it in 27 quarters since. The position peaked at $23.4M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Kingsview Wealth Management held 412,123 shares of State Street Financial Select Sector SPDR ETF worth $22.1M as of Q2 2026.
  • Kingsview Wealth Management bought 10,527 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $547K.
  • State Street Financial Select Sector SPDR ETF made up 0.27% of Kingsview Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Kingsview Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 27 quarters since.
  • Kingsview Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $23.4M in Q2 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.