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Liberty Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Liberty Wealth Management’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 		$359K Hold
7,270
– – 0.04% 181
2026
Q1 		$359K Sell
7,270
-320
-4% -$16.7K 0.04% 181
2025
Q4 		$416K Sell
7,590
-586
-7% -$31.2K 0.05% 150
2025
Q3 		$440K Buy
8,176
+195
+2% +$10.3K 0.06% 141
2025
Q2 		$418K Buy
7,981
+590
+8% +$29.2K 0.07% 142
2025
Q1 		$368K Buy
7,391
+5
+0.1% +$251 0.07% 105
2024
Q4 		$357K Buy
7,386
+222
+3% +$10.7K 0.06% 147
2024
Q3 		$325K Sell
7,164
-206
-3% -$8.99K 0.06% 151
2024
Q2 		$303K Buy
7,370
+6
+0.1% +$247 0.06% 158
2024
Q1 		$310K Sell
7,364
-95
-1% -$3.75K 0.06% 143
2023
Q4 		$280K Buy
7,459
+107
+1% +$3.7K 0.06% 138
2023
Q3 		$244K Sell
7,352
-470
-6% -$16.2K 0.06% 148
2023
Q2 		$264K Buy
7,822
+157
+2% +$5.12K 0.07% 150
2023
Q1 		$246K Buy
+7,665
New +$266K 0.05% 197
2022
Q3 		$245K Buy
8,101
+672
+9% +$22.2K 0.07% 130
2022
Q2 		$233K Sell
7,429
-1,474
-17% -$50.9K 0.09% 128
2022
Q1 		$341K Buy
+8,903
New +$348K 0.12% 100
2021
Q4 		– Sell
-6,823
Closed -$268K – 134
2021
Q3 		$256K Buy
6,823
+2,955
+76% +$111K 0.09% 137
2021
Q2 		$142K Buy
3,868
+1,008
+35% +$36.9K 0.06% 169
2021
Q1 		$83K Hold
2,860
– – 0.04% 205
2020
Q4 		$83K Sell
2,860
-999
-26% -$26.7K 0.04% 203
2020
Q3 		$93K Sell
3,859
-1,497
-28% -$36.4K 0.05% 167
2020
Q2 		$124K Sell
5,356
-345
-6% -$7.83K 0.09% 125
2020
Q1 		$119K Sell
5,701
-480
-8% -$13.2K 0.1% 124
2019
Q4 		$190K Hold
6,181
– – 0.15% 107
2019
Q3 		$173K Hold
6,181
– – 0.16% 105
2019
Q2 		$171K Sell
6,181
-826,910
-99% -$22.4M 0.15% 116
2019
Q1 		$21.4M Buy
833,091
+4,944
+0.6% +$128K 16.13% 2
2018
Q4 		$19.7M Buy
+828,147
New +$21.5M 14.71% 2

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Liberty Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 7,270 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #181.

Liberty Wealth Management first reported a position in XLF in Q4 2018 and has held it in 29 quarters since. The position peaked at $21.4M in Q1 2019. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Liberty Wealth Management held 7,270 shares of State Street Financial Select Sector SPDR ETF worth $359K as of Q2 2026.
  • Liberty Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Liberty Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $21.4M in Q1 2019.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.