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

Lodestone 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 		$549K Sell
10,245
-71
-0.7% -$3.69K 0.19% 109
2026
Q1 		$509K Buy
10,316
+38
+0.4% +$1.98K 0.2% 108
2025
Q4 		$563K Buy
10,278
+25
+0.2% +$1.33K 0.23% 95
2025
Q3 		$552K Buy
10,253
+354
+4% +$18.8K 0.25% 95
2025
Q2 		$518K Buy
9,899
+20
+0.2% +$990 0.25% 96
2025
Q1 		$492K Buy
9,879
+200
+2% +$10K 0.26% 94
2024
Q4 		$468K Sell
9,679
-319
-3% -$15.4K 0.23% 97
2024
Q3 		$453K Sell
9,998
-145
-1% -$6.33K 0.23% 95
2024
Q2 		$417K Sell
10,143
-185
-2% -$7.61K 0.22% 106
2024
Q1 		$435K Sell
10,328
-117
-1% -$4.62K 0.23% 102
2023
Q4 		$393K Sell
10,445
-4
-0% -$138 0.23% 104
2023
Q3 		$347K Sell
10,449
-966
-8% -$33.3K 0.24% 92
2023
Q2 		$385K Buy
11,415
+530
+5% +$17.3K 0.26% 92
2023
Q1 		$350K Buy
10,885
+15
+0.1% +$521 0.27% 90
2022
Q4 		$372K Buy
+10,870
New +$368K 0.3% 81

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

Lodestone Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.69% in Q2 2026, selling an estimated $3.69K and leaving 10,245 shares worth $549K. The position accounts for 0.19% of the portfolio, ranked #109.

Lodestone Wealth Management first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $563K in Q4 2025. 839 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Lodestone Wealth Management held 10,245 shares of State Street Financial Select Sector SPDR ETF worth $549K as of Q2 2026.
  • Lodestone Wealth Management sold 71 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.69K.
  • State Street Financial Select Sector SPDR ETF made up 0.19% of Lodestone Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Lodestone Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $563K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.