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
Q3
– Sell
-6,202
Closed -$332K – 234
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: Q3 2026 in Review

Precedent Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026, closing a stake of 6,202 shares — an estimated $332K sold.

Precedent Wealth Partners first reported a position in XLF in Q1 2024 and held it in 6 quarters. The position peaked at $332K in Q2 2026. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Precedent Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 6,202 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $332K.
  • Precedent Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
  • Precedent Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $332K in Q2 2026.
  • 852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.