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

Premier Path 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 Q2	$9.72M	Sell	181,290 -14,807	-8%	-$770K	1.12%	15
2026 Q1	$9.68M	Sell	196,097 -43,785	-18%	-$2.28M	1.26%	12
2025 Q4	$13.1M	Sell	239,882 -16,311	-6%	-$869K	1.7%	8
2025 Q3	$13.8M	Buy	256,193 +9,860	+4%	+$522K	1.78%	5
2025 Q2	$12.9M	Buy	246,333 +25,622	+12%	+$1.27M	1.8%	6
2025 Q1	$11M	Sell	220,711 -16,658	-7%	-$836K	1.71%	6
2024 Q4	$11.5M	Sell	237,369 -3,335	-1%	-$161K	1.75%	6
2024 Q3	$10.9M	Buy	240,704 +5,196	+2%	+$227K	1.72%	7
2024 Q2	$9.68M	Buy	235,508 +4,336	+2%	+$178K	1.65%	8
2024 Q1	$9.73M	Buy	231,172 +35,395	+18%	+$1.4M	1.83%	7
2023 Q4	$7.47M	Buy	+195,777	New	+$6.78M	1.65%	7

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Premier Path Wealth Partners's XLF Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.6% in Q2 2026, selling an estimated $770K and leaving 181,290 shares worth $9.72M. The position accounts for 1.12% of the portfolio, ranked #15.

Premier Path Wealth Partners first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q3 2025. 1,895 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Premier Path Wealth Partners held 181,290 shares of State Street Financial Select Sector SPDR ETF worth $9.72M as of Q2 2026.
Premier Path Wealth Partners sold 14,807 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $770K.
State Street Financial Select Sector SPDR ETF made up 1.12% of Premier Path Wealth Partners's portfolio in Q2 2026, its #15 holding.
Premier Path Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $13.8M in Q3 2025.
1,895 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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