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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's XLF Position: Q1 2026 in Review

Strategic Wealth Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 5,884 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #258.

Strategic Wealth Partners first reported a position in XLF in Q4 2017 and has held it in 21 quarters since. The position peaked at $464K in Q2 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Strategic Wealth Partners held 5,884 shares of State Street Financial Select Sector SPDR ETF worth $291K as of Q1 2026.
  • Strategic Wealth Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #258 holding.
  • Strategic Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 21 quarters since.
  • Strategic Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $464K in Q2 2024.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.