LWM
XLF icon

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

LongView 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 		$636K Sell
11,859
-2,965
-20% -$154K 0.16% 112
2026
Q1 		$768K Buy
14,824
+1,571
+12% +$81.9K 0.19% 107
2025
Q4 		$733K Buy
13,253
+3,217
+32% +$171K 0.18% 112
2025
Q3 		$541K Buy
10,036
+525
+6% +$27.8K 0.15% 121
2025
Q2 		$498K Buy
9,511
+137
+1% +$6.78K 0.15% 119
2025
Q1 		$467K Buy
9,374
+917
+11% +$46K 0.14% 125
2024
Q4 		$409K Buy
8,457
+1,140
+16% +$55.1K 0.12% 133
2024
Q3 		$332K Buy
7,317
+4
+0.1% +$175 0.11% 152
2024
Q2 		$301K Buy
7,313
+4
+0.1% +$165 0.11% 145
2024
Q1 		$308K Buy
7,309
+3
+0% +$118 0.12% 141
2023
Q4 		$276K Buy
+7,306
New +$253K 0.12% 144

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

LongView Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q2 2026, selling an estimated $154K and leaving 11,859 shares worth $636K. The position accounts for 0.16% of the portfolio, ranked #112.

LongView Wealth Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $768K in Q1 2026. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • LongView Wealth Management held 11,859 shares of State Street Financial Select Sector SPDR ETF worth $636K as of Q2 2026.
  • LongView Wealth Management sold 2,965 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
  • State Street Financial Select Sector SPDR ETF made up 0.16% of LongView Wealth Management's portfolio in Q2 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 11 quarters since.
  • LongView Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $768K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.