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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWMG LLC's XLF Position: Q2 2026 in Review

SWMG LLC increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.7% in Q2 2026, buying an estimated $38.5K and bringing the position to 11,772 shares worth $661K. The position accounts for 0.16% of the portfolio, ranked #51.

SWMG LLC first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $806K in Q2 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • SWMG LLC held 11,772 shares of State Street Financial Select Sector SPDR ETF worth $661K as of Q2 2026.
  • SWMG LLC bought 741 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.16% of SWMG LLC's portfolio in Q2 2026, its #51 holding.
  • SWMG LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • SWMG LLC's State Street Financial Select Sector SPDR ETF position peaked at $806K in Q2 2025.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.