RMR Wealth Builders’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

RMR Wealth Builders’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 Q3	$783K	Sell	14,654 -63	-0.4%	-$3.57K	0.05%	144
2026 Q2	$789K	Sell	14,717 -1,748	-11%	-$90.8K	0.05%	150
2026 Q1	$813K	Sell	16,465 -1,110	-6%	-$57.8K	0.06%	130
2025 Q4	$963K	Sell	17,575 -7,973	-31%	-$425K	0.08%	122
2025 Q3	$1.38M	Buy	25,548 +24	+0.1%	+$1.27K	0.12%	94
2025 Q2	$1.34M	Sell	25,524 -213	-0.8%	-$10.5K	0.12%	98
2025 Q1	$1.28M	Buy	25,737 +2,876	+13%	+$144K	0.13%	95
2024 Q4	$1.1M	Sell	22,861 -227	-1%	-$11K	0.11%	102
2024 Q3	$1.05M	Sell	23,088 -1,343	-5%	-$58.6K	0.11%	103
2024 Q2	$1M	Buy	24,431 +11,214	+85%	+$462K	0.12%	100
2024 Q1	$557K	Sell	13,217 -1,704	-11%	-$67.3K	0.07%	143
2023 Q4	$561K	Sell	14,921 -19,086	-56%	-$661K	0.08%	131
2023 Q3	$1.13M	Sell	34,007 -541	-2%	-$18.6K	0.18%	66
2023 Q2	$1.16M	Sell	34,548 -8,535	-20%	-$279K	0.2%	59
2023 Q1	$1.39M	Sell	43,083 -8,023	-16%	-$279K	0.26%	47
2022 Q4	$1.75M	Sell	51,106 -1,862	-4%	-$63K	0.4%	34
2022 Q3	$1.61M	Sell	52,968 -2,097	-4%	-$69.3K	0.39%	34
2022 Q2	$1.73M	Buy	55,065 +2,279	+4%	+$78.8K	0.43%	37
2022 Q1	$2.02M	Buy	52,786 +4,178	+9%	+$163K	0.43%	37
2021 Q4	$1.9M	Buy	48,608 +5,628	+13%	+$221K	0.55%	29
2021 Q3	$1.61M	Buy	42,980 +8,962	+26%	+$335K	0.47%	34
2021 Q2	$1.25M	Sell	34,018 -123	-0.4%	-$4.5K	0.41%	41
2021 Q1	$1.16M	Buy	34,141 +16,107	+89%	+$517K	0.3%	47
2020 Q4	$532K	Buy	18,034 +383	+2%	+$10.2K	0.26%	72
2020 Q3	$425K	Buy	17,651 +16,895	+2,235%	+$411K	0.11%	129
2020 Q2	$17K	Buy	+756	New	+$17.2K	0.02%	318
2019 Q4	$30K	Buy	+967	New	+$28.4K	0.03%	278

Other funds holding XLF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

RMR Wealth Builders's XLF Position: Q3 2026 in Review

RMR Wealth Builders reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.43% in Q3 2026, selling an estimated $3.57K and leaving 14,654 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #144.

RMR Wealth Builders first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.02M in Q1 2022. 1,154 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

RMR Wealth Builders held 14,654 shares of State Street Financial Select Sector SPDR ETF worth $783K as of Q3 2026.
RMR Wealth Builders sold 63 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.57K.
State Street Financial Select Sector SPDR ETF made up 0.05% of RMR Wealth Builders's portfolio in Q3 2026, its #144 holding.
RMR Wealth Builders first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
RMR Wealth Builders's State Street Financial Select Sector SPDR ETF position peaked at $2.02M in Q1 2022.
1,154 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.