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: Q1 2026 in Review
SHP Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.95% in Q1 2026, buying an estimated $1.15K and bringing the position to 2,333 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #358.
SHP Wealth Management first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $127K in Q4 2025. 1,844 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- SHP Wealth Management held 2,333 shares of State Street Financial Select Sector SPDR ETF worth $115K as of Q1 2026.
- SHP Wealth Management bought 22 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.15K.
- State Street Financial Select Sector SPDR ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #358 holding.
- SHP Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
- SHP Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $127K in Q4 2025.
- 1,844 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.