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 Q2	$224K	Hold	4,175	–	–	0.02%	169
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 $1.81T 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 Partners's XLF Position: Q2 2026 in Review

Private Wealth Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,175 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #169.

Private Wealth Partners first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $225K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Private Wealth Partners held 4,175 shares of State Street Financial Select Sector SPDR ETF worth $224K as of Q2 2026.
Private Wealth Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #169 holding.
Private Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Private Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $225K 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 Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.