Measured Wealth Private Client Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$473K Sell
8,827
-89,953
-91% -$4.68M 0.11% 119
2026
Q1
$4.88M Sell
98,780
-10,423
-10% -$543K 1.33% 16
2025
Q4
$5.98M Buy
109,203
+38,928
+55% +$2.07M 1.58% 14
2025
Q3
$3.79M Sell
70,275
-2,668
-4% -$141K 1.02% 21
2025
Q2
$3.82M Buy
72,943
+7,368
+11% +$365K 1.14% 20
2025
Q1
$3.27M Buy
65,575
+55,257
+536% +$2.77M 1.05% 21
2024
Q4
$499K Buy
10,318
+3,540
+52% +$171K 0.16% 85
2024
Q3
$307K Sell
6,778
-5,506
-45% -$240K 0.1% 136
2024
Q2
$505K Buy
12,284
+6,520
+113% +$268K 0.18% 89
2024
Q1
$243K Buy
+5,764
New +$228K 0.08% 172
2018
Q4
Sell
-10,795
Closed -$298K 724
2018
Q3
$298K Buy
10,795
+250
+2% +$7K 0.18% 110
2018
Q2
$280K Buy
+10,545
New +$291K 0.23% 108

Other funds holding XLF

Measured Wealth Private Client Group's XLF Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 91% in Q2 2026, selling an estimated $4.68M and leaving 8,827 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #119.

Measured Wealth Private Client Group first reported a position in XLF in Q2 2018 and has held it in 12 quarters since. The position peaked at $5.98M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Measured Wealth Private Client Group held 8,827 shares of State Street Financial Select Sector SPDR ETF worth $473K as of Q2 2026.
  • Measured Wealth Private Client Group sold 89,953 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.68M.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #119 holding.
  • Measured Wealth Private Client Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 12 quarters since.
  • Measured Wealth Private Client Group's State Street Financial Select Sector SPDR ETF position peaked at $5.98M in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.