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

Stapp Wealth 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	$1.77M	Sell	32,955 -186	-0.6%	-$9.67K	2.31%	15
2026 Q1	$1.64M	Buy	33,141 +20	+0.1%	+$1.04K	2.09%	16
2025 Q4	$1.81M	Buy	33,121 +220	+0.7%	+$11.7K	2.34%	13
2025 Q3	$1.77M	Buy	32,901 +207	+0.6%	+$11K	2.38%	13
2025 Q2	$1.71M	Buy	+32,694	New	+$1.62M	2.46%	10
2023 Q1	–	Sell	-77,231	Closed	-$2.64M	–	26
2022 Q4	$2.64M	Buy	77,231 +27,688	+56%	+$937K	6.33%	6
2022 Q3	$1.5M	Buy	+49,543	New	+$1.64M	4.39%	11

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stapp Wealth Management's XLF Position: Q2 2026 in Review

Stapp Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.56% in Q2 2026, selling an estimated $9.67K and leaving 32,955 shares worth $1.77M. The position accounts for 2.31% of the portfolio, ranked #15.

Stapp Wealth Management first reported a position in XLF in Q3 2022 and has held it in 7 quarters since. The position peaked at $2.64M in Q4 2022. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Stapp Wealth Management held 32,955 shares of State Street Financial Select Sector SPDR ETF worth $1.77M as of Q2 2026.
Stapp Wealth Management sold 186 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.67K.
State Street Financial Select Sector SPDR ETF made up 2.31% of Stapp Wealth Management's portfolio in Q2 2026, its #15 holding.
Stapp Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 7 quarters since.
Stapp Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.64M in Q4 2022.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.