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

Simplicity Wealth’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 		$8.44M Buy
157,489
+87,983
+127% +$4.57M 0.29% 81
2026
Q1 		$3.43M Buy
69,506
+4,828
+7% +$252K 0.19% 112
2025
Q4 		$3.54M Buy
64,678
+13,445
+26% +$716K 0.21% 108
2025
Q3 		$2.76M Sell
51,233
-36,529
-42% -$1.94M 0.16% 141
2025
Q2 		$4.6M Buy
87,762
+15,458
+21% +$765K 0.19% 119
2025
Q1 		$3.6M Buy
72,304
+67,879
+1,534% +$3.4M 0.28% 84
2024
Q4 		$214K Sell
4,425
-24,336
-85% -$1.18M 0.04% 302
2024
Q3 		$1.3M Sell
28,761
-23,938
-45% -$1.04M 0.12% 155
2024
Q2 		$2.17M Sell
52,699
-1,131
-2% -$46.5K 0.05% 342
2024
Q1 		$2.27M Buy
+53,830
New +$2.12M 0.05% 325
2022
Q4 		– Sell
-15,467
Closed -$470K – 96
2022
Q3 		$470K Sell
15,467
-205
-1% -$6.78K 0.63% 46
2022
Q2 		$493K Sell
15,672
-12,021
-43% -$415K 0.72% 41
2022
Q1 		$1.06M Sell
27,693
-67,159
-71% -$2.63M 1.03% 30
2021
Q4 		$3.7M Buy
+94,852
New +$3.73M 2% 21

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Simplicity Wealth's XLF Position: Q2 2026 in Review

Simplicity Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 127% in Q2 2026, buying an estimated $4.57M and bringing the position to 157,489 shares worth $8.44M. The position accounts for 0.29% of the portfolio, ranked #81.

Simplicity Wealth first reported a position in XLF in Q4 2021 and has held it in 14 quarters since. 1,332 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Simplicity Wealth held 157,489 shares of State Street Financial Select Sector SPDR ETF worth $8.44M as of Q2 2026.
  • Simplicity Wealth bought 87,983 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.57M.
  • State Street Financial Select Sector SPDR ETF made up 0.29% of Simplicity Wealth's portfolio in Q2 2026, its #81 holding.
  • Simplicity Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,332 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.