Sagespring Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sagespring Wealth Partners’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	$453K	Sell	8,450 -831	-9%	-$43.2K	0.01%	559
2026 Q1	$458K	Sell	9,281 -5,393	-37%	-$281K	0.01%	522
2025 Q4	$804K	Sell	14,674 -10,580	-42%	-$564K	0.01%	349
2025 Q3	$1.36M	Buy	25,254 +7,858	+45%	+$416K	0.03%	250
2025 Q2	$911K	Buy	17,396 +5,604	+48%	+$277K	0.02%	302
2025 Q1	$587K	Buy	11,792 +989	+9%	+$49.6K	0.01%	350
2024 Q4	$522K	Buy	+10,803	New	+$522K	0.01%	340

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sagespring Wealth Partners's XLF Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9% in Q2 2026, selling an estimated $43.2K and leaving 8,450 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #559.

Sagespring Wealth Partners first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sagespring Wealth Partners held 8,450 shares of State Street Financial Select Sector SPDR ETF worth $453K as of Q2 2026.
Sagespring Wealth Partners sold 831 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $43.2K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #559 holding.
Sagespring Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.36M in Q3 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.