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

PUREfi Wealth’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	$248K	Buy	4,650 +755	+19%	+$42.8K	0.12%	204
2026 Q2	$209K	Buy	+3,895	New	+$202K	0.11%	201
2026 Q1	–	Sell	-7,022	Closed	-$385K	–	204
2025 Q4	$385K	Sell	7,022 -56	-0.8%	-$2.98K	0.29%	93
2025 Q3	$381K	Sell	7,078 -1	-0%	-$53	0.29%	97
2025 Q2	$371K	Sell	7,079 -6,704	-49%	-$332K	0.3%	89
2025 Q1	$687K	Buy	13,783 +895	+7%	+$44.9K	0.69%	36
2024 Q4	$623K	Buy	+12,888	New	+$623K	0.61%	34

Other funds holding XLF

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

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

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

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

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

PUREfi Wealth's XLF Position: Q3 2026 in Review

PUREfi Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q3 2026, buying an estimated $42.8K and bringing the position to 4,650 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #204.

PUREfi Wealth first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $687K in Q1 2025. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

PUREfi Wealth held 4,650 shares of State Street Financial Select Sector SPDR ETF worth $248K as of Q3 2026.
PUREfi Wealth bought 755 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $42.8K.
State Street Financial Select Sector SPDR ETF made up 0.12% of PUREfi Wealth's portfolio in Q3 2026, its #204 holding.
PUREfi Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
PUREfi Wealth's State Street Financial Select Sector SPDR ETF position peaked at $687K in Q1 2025.
852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.