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

NewEdge Wealth’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	$3.45M	Buy	64,354 +8,549	+15%	+$444K	0.03%	324
2026 Q1	$2.76M	Buy	55,805 +7,514	+16%	+$392K	0.03%	348
2025 Q4	$2.64M	Buy	48,291 +5,358	+12%	+$285K	0.03%	378
2025 Q3	$2.26M	Sell	42,933 -1,764	-4%	-$93.5K	0.03%	367
2025 Q2	$2.3M	Buy	44,697 +107	+0.2%	+$5.3K	0.04%	352
2025 Q1	$2.22M	Buy	44,590 +16,201	+57%	+$813K	0.04%	334
2024 Q4	$1.37M	Buy	28,389 +4,156	+17%	+$201K	0.02%	428
2024 Q3	$1.1M	Buy	24,233 +15,358	+173%	+$670K	0.02%	456
2024 Q2	$365K	Buy	8,875 +1,081	+14%	+$44.5K	0.01%	609
2024 Q1	$315K	Sell	7,794 -2,885	-27%	-$114K	0.01%	651
2023 Q4	$402K	Sell	10,679 -227	-2%	-$7.86K	0.01%	554
2023 Q3	$362K	Sell	10,906 -1,468	-12%	-$50.6K	0.01%	507
2023 Q2	$417K	Sell	12,374 -2,097	-14%	-$68.4K	0.01%	478
2023 Q1	$465K	Buy	14,471 +4,599	+47%	+$160K	0.02%	422
2022 Q4	$338K	Sell	9,872 -36,458	-79%	-$1.23M	0.01%	427
2022 Q3	$1.41M	Sell	46,330 -146,071	-76%	-$4.83M	0.07%	238
2022 Q2	$6.05M	Buy	192,401 +10,662	+6%	+$368K	0.27%	93
2022 Q1	$6.96M	Sell	181,739 -18,690	-9%	-$731K	0.31%	89
2021 Q4	$7.83M	Buy	200,429 +17,825	+10%	+$701K	0.33%	81
2021 Q3	$6.85M	Buy	+182,604	New	+$6.83M	0.41%	65
2021 Q2	–	Sell	-27,682	Closed	-$943K	–	321
2021 Q1	$943K	Buy	+27,682	New	+$889K	0.09%	167

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Wealth's XLF Position: Q2 2026 in Review

NewEdge Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, buying an estimated $444K and bringing the position to 64,354 shares worth $3.45M. The position accounts for 0.03% of the portfolio, ranked #324.

NewEdge Wealth first reported a position in XLF in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.83M in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

NewEdge Wealth held 64,354 shares of State Street Financial Select Sector SPDR ETF worth $3.45M as of Q2 2026.
NewEdge Wealth bought 8,549 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $444K.
State Street Financial Select Sector SPDR ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #324 holding.
NewEdge Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
NewEdge Wealth's State Street Financial Select Sector SPDR ETF position peaked at $7.83M in Q4 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.