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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.2M Buy
1,320,070
+118,647
+10% +$6.18M 1.72% 17
2025
Q4
$65.8M Buy
1,201,423
+45,645
+4% +$2.43M 1.75% 16
2025
Q3
$62.3M Buy
1,155,778
+28,244
+3% +$1.5M 1.71% 19
2025
Q2
$59M Buy
1,127,534
+33,177
+3% +$1.64M 1.74% 19
2025
Q1
$54.5M Buy
+1,094,357
New +$54.9M 1.74% 18

Other funds holding XLF

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

Quotient Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.9% in Q1 2026, buying an estimated $6.18M and bringing the position to 1,320,070 shares worth $65.2M. The position accounts for 1.72% of the portfolio, ranked #17.

Quotient Wealth Partners first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $65.8M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Quotient Wealth Partners held 1,320,070 shares of State Street Financial Select Sector SPDR ETF worth $65.2M as of Q1 2026.
  • Quotient Wealth Partners bought 118,647 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $6.18M.
  • State Street Financial Select Sector SPDR ETF made up 1.72% of Quotient Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Quotient Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • Quotient Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $65.8M 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 Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.