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

Peterson 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 Q1	$1.19M	Buy	24,126 +380	+2%	+$19.8K	0.69%	26
2025 Q4	$1.3M	Sell	23,746 -58,743	-71%	-$3.13M	0.97%	22
2025 Q3	$4.44M	Sell	82,489 -16,669	-17%	-$883K	3.08%	14
2025 Q2	$5.19M	Buy	99,158 +85,476	+625%	+$4.23M	3.08%	10
2025 Q1	$682K	Buy	13,682 +1,037	+8%	+$52K	0.46%	38
2024 Q4	$611K	Sell	12,645 -62	-0.5%	-$3K	0.36%	40
2024 Q3	$576K	Sell	12,707 -119	-0.9%	-$5.19K	0.37%	39
2024 Q2	$527K	Sell	12,826 -1,904	-13%	-$78.4K	0.33%	43
2024 Q1	$620K	Sell	14,730 -236	-2%	-$9.32K	0.45%	43
2023 Q4	$563K	Sell	14,966 -14,808	-50%	-$513K	0.51%	38
2023 Q3	$988K	Sell	29,774 -11,894	-29%	-$410K	0.81%	32
2023 Q2	$1.4M	Sell	41,668 -3,853	-8%	-$126K	1.11%	25
2023 Q1	$1.46M	Sell	45,521 -240	-0.5%	-$8.34K	1.4%	20
2022 Q4	$1.57M	Sell	45,761 -762	-2%	-$25.8K	1.6%	18
2022 Q3	$1.41M	Buy	46,523 +5,135	+12%	+$170K	1.32%	21
2022 Q2	$1.3M	Sell	41,388 -3,124	-7%	-$108K	1.68%	20
2022 Q1	$1.71M	Buy	+44,512	New	+$1.74M	1.14%	27

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peterson Wealth Management's XLF Position: Q1 2026 in Review

Peterson Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q1 2026, buying an estimated $19.8K and bringing the position to 24,126 shares worth $1.19M. The position accounts for 0.69% of the portfolio, ranked #26.

Peterson Wealth Management first reported a position in XLF in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.19M in Q2 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Peterson Wealth Management held 24,126 shares of State Street Financial Select Sector SPDR ETF worth $1.19M as of Q1 2026.
Peterson Wealth Management bought 380 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $19.8K.
State Street Financial Select Sector SPDR ETF made up 0.69% of Peterson Wealth Management's portfolio in Q1 2026, its #26 holding.
Peterson Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Peterson Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $5.19M in Q2 2025.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.