Precedent Wealth Partners’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
Q2
$332K Buy
+6,202
New +$322K 0.06% 166
2025
Q2
Sell
-5,244
Closed -$261K 176
2025
Q1
$261K Hold
5,244
0.07% 142
2024
Q4
$253K Hold
5,244
0.08% 139
2024
Q3
$238K Hold
5,244
0.08% 139
2024
Q2
$216K Hold
5,244
0.09% 133
2024
Q1
$221K Buy
+5,244
New +$207K 0.09% 130

Other funds holding XLF

Precedent Wealth Partners's XLF Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 6,202 shares worth $332K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in XLF as recently as Q1 2025.

Precedent Wealth Partners first reported a position in XLF in Q1 2024 and has held it in 6 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Precedent Wealth Partners held 6,202 shares of State Street Financial Select Sector SPDR ETF worth $332K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Precedent Wealth Partners position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of Precedent Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • Precedent Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.