Laurel Oak Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Laurel Oak Wealth Management's XLF Position: Q2 2026 in Review
Laurel Oak Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 6,979 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #244.
Laurel Oak Wealth Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Laurel Oak Wealth Management held 6,979 shares of State Street Financial Select Sector SPDR ETF worth $374K as of Q2 2026.
- Laurel Oak Wealth Management bought 389 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.2K.
- State Street Financial Select Sector SPDR ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #244 holding.
- Laurel Oak Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.