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 Q3	$6.58M	Sell	123,247 -58,043	-32%	-$3.29M	0.77%	27
2026 Q2	$9.7M	Sell	181,290 -14,807	-8%	-$770K	1.12%	15
2026 Q1	$9.7M	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	$9.7M	Buy	235,508 +4,336	+2%	+$178K	1.65%	8
2024 Q1	$9.7M	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

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Premier Path Wealth Partners's XLF Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 32% in Q3 2026, selling an estimated $3.29M and leaving 123,247 shares worth $6.58M. The position accounts for 0.77% of the portfolio, ranked #27.

Premier Path Wealth Partners first reported a position in XLF in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q3 2025. 608 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Premier Path Wealth Partners held 123,247 shares of State Street Financial Select Sector SPDR ETF worth $6.58M as of Q3 2026.
Premier Path Wealth Partners sold 58,043 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.29M.
State Street Financial Select Sector SPDR ETF made up 0.77% of Premier Path Wealth Partners's portfolio in Q3 2026, its #27 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 12 quarters since.
Premier Path Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $13.8M in Q3 2025.
608 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.