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

Perigon 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 Q3	$4.61M	Sell	86,323 -2,275	-3%	-$129K	0.07%	238
2026 Q2	$4.75M	Sell	88,598 -1,889	-2%	-$98.2K	0.07%	241
2026 Q1	$4.47M	Sell	90,487 -4	-0%	-$208	0.08%	232
2025 Q4	$4.96M	Sell	90,491 -2,211	-2%	-$118K	0.09%	211
2025 Q3	$4.99M	Buy	92,702 +12,360	+15%	+$655K	0.1%	191
2025 Q2	$4.21M	Sell	80,342 -11,499	-13%	-$569K	0.1%	206
2025 Q1	$4.57M	Buy	91,841 +10,507	+13%	+$527K	0.12%	173
2024 Q4	$4.05M	Buy	81,334 +36,547	+82%	+$1.77M	0.1%	192
2024 Q3	$2.03M	Sell	44,787 -2,530	-5%	-$110K	0.05%	284
2024 Q2	$1.95M	Buy	47,317 +1,586	+3%	+$65.3K	0.06%	257
2024 Q1	$1.93M	Buy	45,731 +1,728	+4%	+$68.2K	0.06%	253
2023 Q4	$1.65M	Buy	44,003 +13,084	+42%	+$453K	0.05%	254
2023 Q3	$1.03M	Sell	30,919 -1,707	-5%	-$58.8K	0.04%	303
2023 Q2	$1.1M	Buy	32,626 +5,212	+19%	+$170K	0.04%	299
2023 Q1	$881K	Sell	27,414 -2,026	-7%	-$70.4K	0.05%	295
2022 Q4	$1.01M	Buy	+29,440	New	+$996K	0.06%	262
2021 Q1	–	Sell	-2,091	Closed	-$62K	–	1051
2020 Q4	$62K	Buy	+2,091	New	+$55.9K	0.01%	683
2018 Q4	–	Sell	-9,618	Closed	-$265K	–	278
2018 Q3	$265K	Buy	+9,618	New	+$269K	0.07%	190
2017 Q3	–	Sell	-1,145	Closed	-$28K	–	724
2017 Q2	$28K	Hold	1,145	–	–	0.01%	426
2017 Q1	$27K	Hold	1,145	–	–	0.01%	440
2016 Q4	$29K	Hold	1,145	–	–	0.01%	418
2016 Q3	$22K	Buy	+1,145	New	+$23.6K	0.01%	390

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Perigon Wealth Management's XLF Position: Q3 2026 in Review

Perigon Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.6% in Q3 2026, selling an estimated $129K and leaving 86,323 shares worth $4.61M. The position accounts for 0.07% of the portfolio, ranked #238.

Perigon Wealth Management first reported a position in XLF in Q3 2016 and has held it in 22 quarters since. The position peaked at $4.99M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Perigon Wealth Management held 86,323 shares of State Street Financial Select Sector SPDR ETF worth $4.61M as of Q3 2026.
Perigon Wealth Management sold 2,275 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $129K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Perigon Wealth Management's portfolio in Q3 2026, its #238 holding.
Perigon Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and has held it in 22 quarters since.
Perigon Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.99M in Q3 2025.
1,154 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.