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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prestige Wealth Management Group's XLF Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 55% in Q1 2026, selling an estimated $7.27M and leaving 116,291 shares worth $5.74M. The position accounts for 1.13% of the portfolio, ranked #21.

Prestige Wealth Management Group first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. The position peaked at $14M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Prestige Wealth Management Group held 116,291 shares of State Street Financial Select Sector SPDR ETF worth $5.74M as of Q1 2026.
  • Prestige Wealth Management Group sold 139,482 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $7.27M.
  • State Street Financial Select Sector SPDR ETF made up 1.13% of Prestige Wealth Management Group's portfolio in Q1 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 30 quarters since.
  • Prestige Wealth Management Group's State Street Financial Select Sector SPDR ETF position peaked at $14M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.