Ritholtz 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
Q2
$1.18M Buy
21,944
+10,366
+90% +$539K 0.02% 573
2026
Q1
$572K Buy
11,578
+1,167
+11% +$60.8K 0.01% 742
2025
Q4
$570K Buy
10,411
+393
+4% +$20.9K 0.01% 676
2025
Q3
$540K Sell
10,018
-5,266
-34% -$279K 0.01% 662
2025
Q2
$800K Buy
15,284
+6,484
+74% +$321K 0.02% 508
2025
Q1
$438K Sell
8,800
-2
-0% -$100 0.01% 634
2024
Q4
$425K Buy
8,802
+554
+7% +$26.8K 0.01% 606
2024
Q3
$374K Sell
8,248
-1,890
-19% -$82.5K 0.01% 648
2024
Q2
$417K Buy
10,138
+3,327
+49% +$137K 0.01% 572
2024
Q1
$287K Sell
6,811
-293
-4% -$11.6K 0.01% 650
2023
Q4
$267K Buy
7,104
+4
+0.1% +$138 0.01% 629
2023
Q3
$236K Buy
7,100
+850
+14% +$29.3K 0.01% 609
2023
Q2
$211K Buy
+6,250
New +$204K 0.01% 614
2022
Q4
Sell
-9,087
Closed -$276K 751
2022
Q3
$276K Buy
+9,087
New +$300K 0.01% 564
2020
Q3
Sell
-8,812
Closed -$204K 348
2020
Q2
$204K Buy
+8,812
New +$200K 0.03% 240

Other funds holding XLF

Ritholtz Wealth Management's XLF Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 90% in Q2 2026, buying an estimated $539K and bringing the position to 21,944 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #573.

Ritholtz Wealth Management first reported a position in XLF in Q2 2020 and has held it in 15 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Ritholtz Wealth Management held 21,944 shares of State Street Financial Select Sector SPDR ETF worth $1.18M as of Q2 2026.
  • Ritholtz Wealth Management bought 10,366 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $539K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #573 holding.
  • Ritholtz Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 15 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.