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

Paladin 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 		$2.17M Buy
40,415
+7,124
+21% +$370K 1.26% 23
2026
Q1 		$1.64M Buy
33,291
+4,137
+14% +$216K 1.13% 24
2025
Q4 		$1.6M Buy
29,154
+5,544
+23% +$295K 1.09% 25
2025
Q3 		$1.27M Buy
+23,610
New +$1.25M 0.92% 31

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

Paladin Wealth's XLF Position: Q2 2026 in Review

Paladin Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, buying an estimated $370K and bringing the position to 40,415 shares worth $2.17M. The position accounts for 1.26% of the portfolio, ranked #23.

Paladin Wealth first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Paladin Wealth held 40,415 shares of State Street Financial Select Sector SPDR ETF worth $2.17M as of Q2 2026.
  • Paladin Wealth bought 7,124 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $370K.
  • State Street Financial Select Sector SPDR ETF made up 1.26% of Paladin Wealth's portfolio in Q2 2026, its #23 holding.
  • Paladin Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.