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

Straight Path 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 		$329K Buy
6,129
+1,555
+34% +$80.8K 0.08% 96
2026
Q1 		$226K Buy
4,574
+16
+0.4% +$834 0.06% 114
2025
Q4 		$250K Buy
+4,558
New +$243K 0.07% 107

Other funds holding XLF

WA
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Straight Path Wealth Management's XLF Position: Q2 2026 in Review

Straight Path Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 34% in Q2 2026, buying an estimated $80.8K and bringing the position to 6,129 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #96.

Straight Path Wealth Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 705 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Straight Path Wealth Management held 6,129 shares of State Street Financial Select Sector SPDR ETF worth $329K as of Q2 2026.
  • Straight Path Wealth Management bought 1,555 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $80.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.08% of Straight Path Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Straight Path Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 705 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.