Prasad Wealth Partners
XLF icon

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

Prasad Wealth Partners’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 		– Sell
-3,878
Closed -$208K – 187
2026
Q2 		$208K Buy
+3,878
New +$202K 0.05% 154
2026
Q1 		– Sell
-3,847
Closed -$211K – 156
2025
Q4 		$211K Buy
+3,847
New +$205K 0.06% 141

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Prasad Wealth Partners's XLF Position: Q3 2026 in Review

Prasad Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026, closing a stake of 3,878 shares — an estimated $208K sold.

Prasad Wealth Partners first reported a position in XLF in Q4 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Prasad Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Prasad Wealth Partners sold 3,878 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $208K.
  • Prasad Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Prasad Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $211K in Q4 2025.
  • 1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Prasad Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.