Pines Wealth Management’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
Q1
$691K Sell
13,988
-194
-1% -$10.1K 0.22% 107
2025
Q4
$777K Buy
14,182
+293
+2% +$15.6K 0.25% 95
2025
Q3
$748K Buy
13,889
+416
+3% +$22K 0.25% 97
2025
Q2
$717K Buy
13,473
+653
+5% +$32.3K 0.25% 97
2025
Q1
$563K Buy
12,820
+1,155
+10% +$57.9K 0.26% 97
2024
Q4
$552K Buy
+11,665
New +$564K 0.24% 109

Other funds holding XLF

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

Pines Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q1 2026, selling an estimated $10.1K and leaving 13,988 shares worth $691K. The position accounts for 0.22% of the portfolio, ranked #107.

Pines Wealth Management first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $777K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Pines Wealth Management held 13,988 shares of State Street Financial Select Sector SPDR ETF worth $691K as of Q1 2026.
  • Pines Wealth Management sold 194 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $10.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.22% of Pines Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Pines Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $777K in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.