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Prestige Wealth Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Prestige Wealth Management Group’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 		$6.26M Buy
116,693
+402
+0.3% +$20.9K 1.14% 21
2026
Q1 		$5.74M Sell
116,291
-139,482
-55% -$7.27M 1.13% 21
2025
Q4 		$14M Buy
255,773
+245,399
+2,366% +$13.1M 2.67% 8
2025
Q3 		$559K Sell
10,374
-86
-0.8% -$4.56K 0.11% 99
2025
Q2 		$548K Sell
10,460
-11,790
-53% -$584K 0.11% 100
2025
Q1 		$1.11M Sell
22,250
-2,573
-10% -$129K 0.24% 57
2024
Q4 		$1.2M Sell
24,823
-41
-0.2% -$1.98K 0.25% 55
2024
Q3 		$1.13M Sell
24,864
-3,140
-11% -$137K 0.23% 58
2024
Q2 		$1.15M Sell
28,004
-300,491
-91% -$12.4M 0.25% 51
2024
Q1 		$13.8M Buy
328,495
+301,540
+1,119% +$11.9M 2.98% 8
2023
Q4 		$1.01M Buy
26,955
+22,984
+579% +$796K 0.23% 55
2023
Q3 		$132K Sell
3,971
-319,264
-99% -$11M 0.03% 166
2023
Q2 		$10.9M Buy
323,235
+36,914
+13% +$1.2M 2.58% 11
2023
Q1 		$9.21M Buy
286,321
+4,944
+2% +$172K 2.31% 11
2022
Q4 		$9.62M Buy
281,377
+3,036
+1% +$103K 2.51% 12
2022
Q3 		$8.45M Buy
278,341
+38,738
+16% +$1.28M 2.38% 11
2022
Q2 		$7.54M Buy
239,603
+17,113
+8% +$591K 2.04% 14
2022
Q1 		$8.53M Buy
222,490
+218,103
+4,972% +$8.52M 2.1% 13
2021
Q4 		$171K Sell
4,387
-438
-9% -$17.2K 0.04% 152
2021
Q3 		$181K Sell
4,825
-1,160
-19% -$43.4K 0.05% 143
2021
Q2 		$220K Sell
5,985
-29,467
-83% -$1.08M 0.06% 123
2021
Q1 		$1.21M Sell
35,452
-22,208
-39% -$713K 0.33% 40
2020
Q4 		$1.7M Sell
57,660
-127,795
-69% -$3.42M 0.47% 33
2020
Q3 		$4.46M Sell
185,455
-21,802
-11% -$530K 1.35% 16
2020
Q2 		$4.8M Buy
207,257
+94,581
+84% +$2.15M 1.69% 13
2020
Q1 		$2.35M Buy
112,676
+109,978
+4,076% +$3.03M 0.99% 17
2019
Q4 		$83K Buy
2,698
+1,560
+137% +$45.8K 0.05% 177
2019
Q3 		$32K Sell
1,138
-585
-34% -$16.1K 0.02% 232
2019
Q2 		$48K Hold
1,723
– – 0.03% 200
2019
Q1 		$44K Sell
1,723
-1
-0.1% -$26 0.03% 195
2018
Q4 		$41K Buy
+1,724
New +$44.8K 0.03% 209

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prestige Wealth Management Group's XLF Position: Q2 2026 in Review

Prestige Wealth Management Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.35% in Q2 2026, buying an estimated $20.9K and bringing the position to 116,693 shares worth $6.26M. The position accounts for 1.14% of the portfolio, ranked #21.

Prestige Wealth Management Group first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $14M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Prestige Wealth Management Group held 116,693 shares of State Street Financial Select Sector SPDR ETF worth $6.26M as of Q2 2026.
  • Prestige Wealth Management Group bought 402 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.9K.
  • State Street Financial Select Sector SPDR ETF made up 1.14% of Prestige Wealth Management Group's portfolio in Q2 2026, its #21 holding.
  • Prestige Wealth Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's State Street Financial Select Sector SPDR ETF position peaked at $14M in Q4 2025.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.