Stonehaven Wealth & Tax Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$234K	Buy	4,358 +254	+6%	+$13.2K	0.19%	76
2026 Q1	$203K	Buy	+4,104	New	+$214K	0.18%	77
2025 Q4	–	Sell	-4,210	Closed	-$227K	–	101
2025 Q3	$227K	Sell	4,210 -3	-0.1%	-$159	0.21%	70
2025 Q2	$221K	Sell	4,213 -13	-0.3%	-$643	0.22%	71
2025 Q1	$210K	Sell	4,226 -581	-12%	-$29.1K	0.22%	64
2024 Q4	$232K	Buy	+4,807	New	+$232K	0.25%	73

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

Stonehaven Wealth & Tax Solutions's XLF Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 4,358 shares worth $234K. The position accounts for 0.19% of the portfolio, ranked #76.

Stonehaven Wealth & Tax Solutions first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 4,358 shares of State Street Financial Select Sector SPDR ETF worth $234K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 254 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.2K.
State Street Financial Select Sector SPDR ETF made up 0.19% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #76 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.