RMG 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
$48.2K Hold
941
0.01% 171
2025
Q4
$50.5K Buy
+941
New +$50.1K 0.01% 147
2025
Q3
Sell
-941
Closed -$49.5K 357
2025
Q2
$49.5K Buy
+941
New +$46.6K 0.01% 135

Other funds holding XLF

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

RMG Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 941 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #171.

RMG Wealth Management first reported a position in XLF in Q2 2025 and has held it in 3 quarters since. The position peaked at $50.5K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • RMG Wealth Management held 941 shares of State Street Financial Select Sector SPDR ETF worth $48.2K as of Q1 2026.
  • RMG Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #171 holding.
  • RMG Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
  • RMG Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $50.5K 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 RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.