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

Stillwater Private 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	$379K	Sell	6,559 -7,530	-53%	-$391K	0.25%	56
2026 Q1	$695K	Buy	+14,089	New	+$734K	0.59%	36

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 22.9% 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

Stillwater Private Wealth's XLF Position: Q2 2026 in Review

Stillwater Private Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 53% in Q2 2026, selling an estimated $391K and leaving 6,559 shares worth $379K. The position accounts for 0.25% of the portfolio, ranked #56.

Stillwater Private Wealth first reported a position in XLF in Q1 2026 and has held it in 2 quarters since. The position peaked at $695K in Q1 2026. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Stillwater Private Wealth held 6,559 shares of State Street Financial Select Sector SPDR ETF worth $379K as of Q2 2026.
Stillwater Private Wealth sold 7,530 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $391K.
State Street Financial Select Sector SPDR ETF made up 0.25% of Stillwater Private Wealth's portfolio in Q2 2026, its #56 holding.
Stillwater Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Stillwater Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $695K in Q1 2026.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.