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

StackStone 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
Q3 		$1.92M Buy
+36,039
New +$2.04M 0.19% 139

Other funds holding XLF

BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

StackStone Wealth's XLF Position: Q3 2026 in Review

StackStone Wealth opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 36,039 shares worth $1.92M. The stake represents 0.19% of the portfolio and ranks #139 among its holdings.

812 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • StackStone Wealth held 36,039 shares of State Street Financial Select Sector SPDR ETF worth $1.92M as of Q3 2026.
  • State Street Financial Select Sector SPDR ETF was a new StackStone Wealth position in Q3 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.19% of StackStone Wealth's portfolio in Q3 2026, its #139 holding.
  • 812 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.