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 Q3	$340K	Buy	6,375 +2,200	+53%	+$125K	0.02%	135
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Private Wealth Partners's XLF Position: Q3 2026 in Review

Private Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 53% in Q3 2026, buying an estimated $125K and bringing the position to 6,375 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #135.

Private Wealth Partners first reported a position in XLF in Q2 2025 and has held it in 6 quarters since. 1,228 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Private Wealth Partners held 6,375 shares of State Street Financial Select Sector SPDR ETF worth $340K as of Q3 2026.
Private Wealth Partners bought 2,200 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $125K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Private Wealth Partners's portfolio in Q3 2026, its #135 holding.
Private Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
1,228 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.