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

SeaCrest 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 		$1.48M Buy
27,520
+318
+1% +$16.5K 0.16% 115
2026
Q1 		$1.34M Sell
27,202
-6
-0% -$313 0.14% 136
2025
Q4 		$1.51M Buy
27,208
+1,993
+8% +$106K 0.15% 119
2025
Q3 		$1.35M Sell
25,215
-1,189
-5% -$63K 0.14% 131
2025
Q2 		$1.38M Sell
26,404
-379
-1% -$18.8K 0.15% 125
2025
Q1 		$1.33M Buy
26,783
+256
+1% +$12.8K 0.15% 131
2024
Q4 		$1.28M Sell
26,527
-3,356
-11% -$162K 0.13% 142
2024
Q3 		$1.35M Buy
29,883
+937
+3% +$40.9K 0.15% 134
2024
Q2 		$1.19M Buy
28,946
+734
+3% +$30.2K 0.14% 151
2024
Q1 		$1.19M Buy
28,212
+3,254
+13% +$128K 0.15% 151
2023
Q4 		$942K Sell
24,958
-2,469
-9% -$85.5K 0.12% 182
2023
Q3 		$910K Sell
27,427
-819
-3% -$28.2K 0.12% 179
2023
Q2 		$952K Sell
28,246
-13,922
-33% -$454K 0.12% 175
2023
Q1 		$1.36M Sell
42,168
-33,970
-45% -$1.18M 0.18% 120
2022
Q4 		$2.6M Buy
76,138
+51,064
+204% +$1.73M 0.37% 47
2022
Q3 		$761K Sell
25,074
-893
-3% -$29.5K 0.12% 192
2022
Q2 		$817K Sell
25,967
-1,733
-6% -$59.9K 0.1% 203
2022
Q1 		$1.06M Buy
27,700
+1,009
+4% +$39.4K 0.12% 181
2021
Q4 		$1.04M Buy
26,691
+482
+2% +$18.9K 0.11% 181
2021
Q3 		$984K Sell
26,209
-60
-0.2% -$2.25K 0.12% 188
2021
Q2 		$964K Buy
26,269
+3,123
+13% +$114K 0.12% 192
2021
Q1 		$788K Buy
23,146
+270
+1% +$8.67K 0.1% 210
2020
Q4 		$674K Sell
22,876
-6,280
-22% -$168K 0.09% 233
2020
Q3 		$702K Sell
29,156
-1,927
-6% -$46.9K 0.11% 199
2020
Q2 		$719K Buy
31,083
+17,041
+121% +$387K 0.12% 188
2020
Q1 		$292K Sell
14,042
-2,109
-13% -$58.1K 0.06% 330
2019
Q4 		$497K Sell
16,151
-528
-3% -$15.5K 0.08% 281
2019
Q3 		$467K Sell
16,679
-1,340
-7% -$37K 0.09% 277
2019
Q2 		$497K Sell
18,019
-635
-3% -$17.2K 0.1% 241
2019
Q1 		$480K Sell
18,654
-639
-3% -$16.5K 0.08% 243
2018
Q4 		$460K Sell
19,293
-1,161
-6% -$30.2K 0.09% 222
2018
Q3 		$564K Sell
20,454
-885
-4% -$24.8K 0.1% 227
2018
Q2 		$567K Buy
21,339
+875
+4% +$24.1K 0.1% 221
2018
Q1 		$564K Buy
20,464
+488
+2% +$14.1K 0.1% 211
2017
Q4 		$558K Buy
+19,976
New +$538K 0.1% 212

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

SeaCrest Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 27,520 shares worth $1.48M. The position accounts for 0.16% of the portfolio, ranked #115.

SeaCrest Wealth Management first reported a position in XLF in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.6M in Q4 2022. 411 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • SeaCrest Wealth Management held 27,520 shares of State Street Financial Select Sector SPDR ETF worth $1.48M as of Q2 2026.
  • SeaCrest Wealth Management bought 318 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $16.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.16% of SeaCrest Wealth Management's portfolio in Q2 2026, its #115 holding.
  • SeaCrest Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.6M in Q4 2022.
  • 411 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.