LongView Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
LongView Wealth Management's XLF Position: Q3 2026 in Review
LongView Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.2% in Q3 2026, buying an estimated $55.1K and bringing the position to 12,831 shares worth $685K. The position accounts for 0.17% of the portfolio, ranked #112.
LongView Wealth Management first reported a position in XLF in Q4 2023 and has held it in 12 quarters since. The position peaked at $768K in Q1 2026. 671 funds tracked by Wall St. Rank hold XLF as of Q3 2026.
- LongView Wealth Management held 12,831 shares of State Street Financial Select Sector SPDR ETF worth $685K as of Q3 2026.
- LongView Wealth Management bought 972 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $55.1K.
- State Street Financial Select Sector SPDR ETF made up 0.17% of LongView Wealth Management's portfolio in Q3 2026, its #112 holding.
- LongView Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
- LongView Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $768K in Q1 2026.
- 671 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.
Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.