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

Strategic Wealth Partners’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	$318K	Buy	5,932 +48	+0.8%	+$2.5K	0.02%	248
2026 Q1	$291K	Hold	5,884	–	–	0.02%	258
2025 Q4	$322K	Sell	5,884 -412	-7%	-$22K	0.02%	257
2025 Q3	$339K	Hold	6,296	–	–	0.03%	268
2025 Q2	$330K	Buy	+6,296	New	+$312K	0.03%	261
2024 Q4	$415K	Sell	8,020 -1,445	-15%	-$69.9K	0.03%	226
2024 Q3	$429K	Sell	9,465 -1,812	-16%	-$79.1K	0.04%	217
2024 Q2	$464K	Buy	11,277 +1,464	+15%	+$60.3K	0.05%	203
2024 Q1	$413K	Buy	9,813 +3,484	+55%	+$138K	0.05%	208
2023 Q4	$238K	Buy	6,329 +116	+2%	+$4.02K	0.03%	252
2023 Q3	$206K	Hold	6,213	–	–	0.03%	272
2023 Q2	$209K	Buy	+6,213	New	+$203K	0.03%	270
2023 Q1	–	Sell	-7,157	Closed	-$245K	–	282
2022 Q4	$245K	Sell	7,157 -6,535	-48%	-$221K	0.05%	227
2022 Q3	$416K	Buy	+13,692	New	+$453K	0.09%	190
2019 Q4	–	Sell	-169	Closed	-$4	–	518
2019 Q3	$4	Buy	169 +55	+48%	+$1.52K	﹤0.01%	668
2019 Q2	$3K	Sell	114 -334	-75%	-$9.05K	﹤0.01%	684
2019 Q1	$12K	Sell	448 -68	-13%	-$1.75K	0.01%	469
2018 Q4	$13K	Buy	516 +102	+25%	+$2.65K	0.01%	419
2018 Q3	$11K	Sell	414 -90	-18%	-$2.52K	0.01%	439
2018 Q2	$13K	Hold	504	–	–	0.01%	491
2018 Q1	$14K	Buy	504 +90	+22%	+$2.59K	0.01%	449
2017 Q4	$11K	Buy	+414	New	+$11.1K	0.01%	491

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

Strategic Wealth Partners's XLF Position: Q2 2026 in Review

Strategic Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.82% in Q2 2026, buying an estimated $2.5K and bringing the position to 5,932 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #248.

Strategic Wealth Partners first reported a position in XLF in Q4 2017 and has held it in 22 quarters since. The position peaked at $464K in Q2 2024. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Strategic Wealth Partners held 5,932 shares of State Street Financial Select Sector SPDR ETF worth $318K as of Q2 2026.
Strategic Wealth Partners bought 48 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.5K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #248 holding.
Strategic Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 22 quarters since.
Strategic Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $464K in Q2 2024.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.