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

Private 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 Q1	$206K	Buy	4,175 +75	+2%	+$3.91K	0.02%	164
2025 Q4	$225K	Hold	4,100	–	–	0.02%	158
2025 Q3	$221K	Hold	4,100	–	–	0.02%	161
2025 Q2	$215K	Buy	+4,100	New	+$203K	0.02%	160

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Partners's XLF Position: Q1 2026 in Review

Private Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q1 2026, buying an estimated $3.91K and bringing the position to 4,175 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #164.

Private Wealth Partners first reported a position in XLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $225K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Private Wealth Partners held 4,175 shares of State Street Financial Select Sector SPDR ETF worth $206K as of Q1 2026.
Private Wealth Partners bought 75 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.91K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Private Wealth Partners's portfolio in Q1 2026, its #164 holding.
Private Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Private Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $225K 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 Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.