SWMG LLC
XLF icon

SWMG LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SWMG LLC’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
Q3 		$627K Sell
11,075
-697
-6% -$39.5K 0.14% 58
2026
Q2 		$661K Buy
11,772
+741
+7% +$38.5K 0.16% 51
2026
Q1 		$545K Sell
11,031
-686
-6% -$35.7K 0.16% 62
2025
Q4 		$636K Sell
11,717
-1,742
-13% -$92.8K 0.18% 59
2025
Q3 		$707K Sell
13,459
-1,720
-11% -$91.1K 0.21% 58
2025
Q2 		$806K Buy
15,179
+743
+5% +$36.8K 0.27% 50
2025
Q1 		$693K Sell
14,436
-1,136
-7% -$57K 0.28% 51
2024
Q4 		$785K Buy
15,572
+307
+2% +$14.8K 0.31% 48
2024
Q3 		$760K Buy
15,265
+939
+7% +$41K 0.31% 49
2024
Q2 		$589K Buy
14,326
+1,039
+8% +$42.8K 0.26% 51
2024
Q1 		$560K Buy
13,287
+1,137
+9% +$44.9K 0.25% 51
2023
Q4 		$457K Buy
12,150
+1,611
+15% +$55.8K 0.22% 62
2023
Q3 		$350K Buy
10,539
+1,960
+23% +$67.5K 0.18% 71
2023
Q2 		$289K Buy
+8,579
New +$280K 0.15% 73

Other funds holding XLF

BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

SWMG LLC's XLF Position: Q3 2026 in Review

SWMG LLC reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q3 2026, selling an estimated $39.5K and leaving 11,075 shares worth $627K. The position accounts for 0.14% of the portfolio, ranked #58.

SWMG LLC first reported a position in XLF in Q2 2023 and has held it in 14 quarters since. The position peaked at $806K in Q2 2025. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • SWMG LLC held 11,075 shares of State Street Financial Select Sector SPDR ETF worth $627K as of Q3 2026.
  • SWMG LLC sold 697 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $39.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.14% of SWMG LLC's portfolio in Q3 2026, its #58 holding.
  • SWMG LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 14 quarters since.
  • SWMG LLC's State Street Financial Select Sector SPDR ETF position peaked at $806K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.