Rialto Wealth Management’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
$109K Sell
2,217
-730
-25% -$38K 0.02% 202
2025
Q4
$161K Buy
2,947
+270
+10% +$14.4K 0.04% 168
2025
Q3
$144K Buy
2,677
+777
+41% +$41.2K 0.04% 172
2025
Q2
$99.5K Sell
1,900
-487
-20% -$24.1K 0.03% 201
2025
Q1
$119K Buy
2,387
+487
+26% +$24.4K 0.04% 179
2024
Q4
$91.8K Buy
+1,900
New +$91.9K 0.03% 203

Other funds holding XLF

Rialto Wealth Management's XLF Position: Q1 2026 in Review

Rialto Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q1 2026, selling an estimated $38K and leaving 2,217 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #202.

Rialto Wealth Management first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $161K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Rialto Wealth Management held 2,217 shares of State Street Financial Select Sector SPDR ETF worth $109K as of Q1 2026.
  • Rialto Wealth Management sold 730 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $38K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #202 holding.
  • Rialto Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $161K 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 Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.