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: Q1 2026 in Review
Strategies Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q1 2026, selling an estimated $37.5K and leaving 4,532 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #173.
Strategies Wealth Advisors first reported a position in XLF in Q2 2023 and has held it in 12 quarters since. The position peaked at $427K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Strategies Wealth Advisors held 4,532 shares of State Street Financial Select Sector SPDR ETF worth $224K as of Q1 2026.
- Strategies Wealth Advisors sold 720 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $37.5K.
- State Street Financial Select Sector SPDR ETF made up 0.02% of Strategies Wealth Advisors's portfolio in Q1 2026, its #173 holding.
- Strategies Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
- Strategies Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $427K in Q1 2025.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.