Rockwood Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rockwood Wealth Management’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 Q2	$255K	Buy	+4,756	New	+$247K	0.02%	117

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Rockwood Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,756 shares worth $255K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings.

920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Rockwood Wealth Management held 4,756 shares of State Street Financial Select Sector SPDR ETF worth $255K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Rockwood Wealth Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #117 holding.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.