Strategies Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Strategies Wealth Advisors's XLF Position: Q2 2026 in Review
Strategies Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.35% in Q2 2026, selling an estimated $832 and leaving 4,516 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #180.
Strategies Wealth Advisors first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $427K in Q1 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Strategies Wealth Advisors held 4,516 shares of State Street Financial Select Sector SPDR ETF worth $242K as of Q2 2026.
- Strategies Wealth Advisors sold 16 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $832.
- State Street Financial Select Sector SPDR ETF made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #180 holding.
- Strategies Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
- Strategies Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $427K in Q1 2025.
- 1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.