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
Q2
$5.25M Buy
+97,941
New +$5.09M 4.62% 5
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: Q2 2026 in Review

Surience Private Wealth opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 97,941 shares worth $5.25M. The stake represents 4.62% of the portfolio and ranks #5 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in XLF as recently as Q4 2025.

Surience Private Wealth first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.99M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Surience Private Wealth held 97,941 shares of State Street Financial Select Sector SPDR ETF worth $5.25M as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Surience Private Wealth position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 4.62% of Surience Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Surience Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • Surience Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $6.99M in Q4 2025.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.