Private Wealth Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Private Wealth Asset Management’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	$757K	Sell	14,114 -1,206	-8%	-$62.7K	0.07%	151
2026 Q1	$756K	Hold	15,320	–	–	0.08%	142
2025 Q4	$839K	Hold	15,320	–	–	0.09%	134
2025 Q3	$825K	Buy	15,320 +1,705	+13%	+$90.3K	0.1%	127
2025 Q2	$713K	Buy	13,615 +4,655	+52%	+$230K	0.09%	128
2025 Q1	$446K	Buy	+8,960	New	+$449K	0.06%	159

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

Private Wealth Asset Management's XLF Position: Q2 2026 in Review

Private Wealth Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.9% in Q2 2026, selling an estimated $62.7K and leaving 14,114 shares worth $757K. The position accounts for 0.07% of the portfolio, ranked #151.

Private Wealth Asset Management first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $839K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Private Wealth Asset Management held 14,114 shares of State Street Financial Select Sector SPDR ETF worth $757K as of Q2 2026.
Private Wealth Asset Management sold 1,206 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $62.7K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Private Wealth Asset Management's portfolio in Q2 2026, its #151 holding.
Private Wealth Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $839K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.