Surience Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-127,567
Closed -$6.99M 51
2025
Q4
$6.99M Buy
+127,567
New +$6.8M 7.5% 4

Other funds holding XLF

Surience Private Wealth's XLF Position: Q1 2026 in Review

Surience Private Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 127,567 shares — an estimated $6.99M sold.

Surience Private Wealth first reported a position in XLF in Q4 2025 and held it in 1 quarter. The position peaked at $6.99M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Surience Private Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Surience Private Wealth sold 127,567 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $6.99M.
  • Surience Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Surience Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $6.99M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.