SW
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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
2022
Q2 		– Sell
-1,000
Closed -$38K – 491
2022
Q1 		$38K Buy
1,000
+700
+233% +$27.4K ﹤0.01% 419
2021
Q4 		$12K Buy
+300
New +$11.8K ﹤0.01% 411

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

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. 1,025 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.
  • 1,025 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.