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

SteelPeak 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	$2.28M	Sell	42,556 -139,786	-77%	-$7.27M	0.06%	217
2026 Q1	$9M	Buy	182,342 +104,951	+136%	+$5.47M	0.27%	87
2025 Q4	$4.24M	Sell	77,391 -44,213	-36%	-$2.36M	0.14%	112
2025 Q3	$6.55M	Buy	121,604 +7,279	+6%	+$386K	0.22%	90
2025 Q2	$5.99M	Sell	114,325 -4,077	-3%	-$202K	0.23%	89
2025 Q1	$5.9M	Buy	118,402 +67,516	+133%	+$3.39M	0.24%	92
2024 Q4	$2.46M	Sell	50,886 -516	-1%	-$24.9K	0.1%	153
2024 Q3	$2.33M	Buy	51,402 +2,322	+5%	+$101K	0.1%	153
2024 Q2	$2.02M	Sell	49,080 -1,235	-2%	-$50.8K	0.09%	163
2024 Q1	$2.12M	Sell	50,315 -455	-0.9%	-$18K	0.11%	153
2023 Q4	$1.91M	Sell	50,770 -12	-0%	-$415	0.11%	149
2023 Q3	$1.68M	Buy	50,782 +2,652	+6%	+$91.4K	0.11%	142
2023 Q2	$1.62M	Buy	48,130 +8,157	+20%	+$266K	0.1%	142
2023 Q1	$1.29M	Buy	39,973 +6,327	+19%	+$220K	0.09%	151
2022 Q4	$1.15M	Hold	33,646	–	–	0.08%	162
2022 Q3	$1.02M	Sell	33,646 -501	-1%	-$16.6K	0.08%	168
2022 Q2	$1.07M	Sell	34,147 -43,727	-56%	-$1.51M	0.08%	160
2022 Q1	$2.98M	Buy	77,874 +20,324	+35%	+$794K	0.17%	99
2021 Q4	$2.25M	Buy	57,550 +14,720	+34%	+$579K	0.13%	111
2021 Q3	$1.61M	Sell	42,830 -2,357	-5%	-$88.2K	0.11%	123
2021 Q2	$1.66M	Sell	45,187 -1,636	-3%	-$59.8K	0.12%	124
2021 Q1	$1.59M	Buy	46,823 +250	+0.5%	+$8.03K	0.13%	123
2020 Q4	$1.37M	Buy	46,573 +1,235	+3%	+$33K	0.12%	130
2020 Q3	$1.09M	Buy	45,338 +3,297	+8%	+$80.2K	0.12%	132
2020 Q2	$973K	Buy	42,041 +7,731	+23%	+$176K	0.12%	120
2020 Q1	$714K	Buy	34,310 +1,479	+5%	+$40.7K	0.11%	123
2019 Q4	$1.01M	Buy	+32,831	New	+$964K	0.14%	130

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SteelPeak Wealth's XLF Position: Q2 2026 in Review

SteelPeak Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 77% in Q2 2026, selling an estimated $7.27M and leaving 42,556 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #217.

SteelPeak Wealth first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $9M in Q1 2026. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SteelPeak Wealth held 42,556 shares of State Street Financial Select Sector SPDR ETF worth $2.28M as of Q2 2026.
SteelPeak Wealth sold 139,786 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.27M.
State Street Financial Select Sector SPDR ETF made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #217 holding.
SteelPeak Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's State Street Financial Select Sector SPDR ETF position peaked at $9M in Q1 2026.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.