SHP Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
SHP Wealth Management's XLF Position: Q2 2026 in Review
SHP Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, buying an estimated $17.7K and bringing the position to 2,673 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #357.
SHP Wealth Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- SHP Wealth Management held 2,673 shares of State Street Financial Select Sector SPDR ETF worth $143K as of Q2 2026.
- SHP Wealth Management bought 340 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.7K.
- State Street Financial Select Sector SPDR ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #357 holding.
- SHP 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.
- 1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.