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 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

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

PUREfi Wealth's XLF Position: Q2 2026 in Review

PUREfi Wealth opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,895 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #201 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in XLF as recently as Q4 2025.

PUREfi Wealth first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $687K in Q1 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

PUREfi Wealth held 3,895 shares of State Street Financial Select Sector SPDR ETF worth $209K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new PUREfi Wealth position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.11% of PUREfi Wealth's portfolio in Q2 2026, its #201 holding.
PUREfi Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
PUREfi Wealth's State Street Financial Select Sector SPDR ETF position peaked at $687K in Q1 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.