SWIM
XLF icon

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

Smallwood Wealth Investment 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 		$48.7K Sell
908
-189
-17% -$9.82K 0.02% 193
2026
Q1 		$54.2K Hold
1,097
– – 0.03% 173
2025
Q4 		$60.1K Buy
1,097
+189
+21% +$10.1K 0.03% 156
2025
Q3 		$48.9K Hold
908
– – 0.02% 179
2025
Q2 		$47.6K Buy
908
+358
+65% +$17.7K 0.03% 172
2025
Q1 		$27.4K Buy
+550
New +$27.6K 0.02% 217

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Smallwood Wealth Investment Management's XLF Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, selling an estimated $9.82K and leaving 908 shares worth $48.7K. The position accounts for 0.02% of the portfolio, ranked #193.

Smallwood Wealth Investment Management first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $60.1K in Q4 2025. 973 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Smallwood Wealth Investment Management held 908 shares of State Street Financial Select Sector SPDR ETF worth $48.7K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 189 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.82K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #193 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $60.1K in Q4 2025.
  • 973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.