Sherman Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
WA
JSAM
Sherman Wealth Management's XLF Position: Q2 2026 in Review
Sherman Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.35% in Q2 2026, buying an estimated $2.29K and bringing the position to 12,770 shares worth $685K. The position accounts for 0.52% of the portfolio, ranked #43.
Sherman Wealth Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $693K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Sherman Wealth Management held 12,770 shares of State Street Financial Select Sector SPDR ETF worth $685K as of Q2 2026.
- Sherman Wealth Management bought 44 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.29K.
- State Street Financial Select Sector SPDR ETF made up 0.52% of Sherman Wealth Management's portfolio in Q2 2026, its #43 holding.
- Sherman Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Sherman Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $693K in Q4 2025.
- 1,332 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.