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

TD Private Client Wealth’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	$806K	Buy	15,040 +13	+0.1%	+$676	0.01%	404
2026 Q1	$742K	Sell	15,027 -101,183	-87%	-$5.27M	0.02%	418
2025 Q4	$6.36M	Sell	116,210 -792	-0.7%	-$42.2K	0.14%	100
2025 Q3	$6.3M	Buy	117,002 +98,868	+545%	+$5.24M	0.14%	102
2025 Q2	$950K	Buy	18,134 +1,098	+6%	+$54.3K	0.02%	377
2025 Q1	$849K	Sell	17,036 -681	-4%	-$34.2K	0.02%	373
2024 Q4	$856K	Sell	17,717 -70	-0.4%	-$3.38K	0.02%	377
2024 Q3	$806K	Buy	17,787 +1,071	+6%	+$46.7K	0.02%	393
2024 Q2	$687K	Sell	16,716 -1,377	-8%	-$56.7K	0.02%	402
2024 Q1	$762K	Sell	18,093 -4,423	-20%	-$175K	0.03%	386
2023 Q4	$847K	Sell	22,516 -2,992	-12%	-$104K	0.03%	352
2023 Q3	$846K	Sell	25,508 -6,053	-19%	-$209K	0.04%	335
2023 Q2	$1.06M	Sell	31,561 -5,572	-15%	-$182K	0.05%	320
2023 Q1	$1.19M	Buy	37,133 +3,028	+9%	+$105K	0.05%	299
2022 Q4	$1.17M	Sell	34,105 -488	-1%	-$16.5K	0.06%	296
2022 Q3	$1.05M	Buy	34,593 +15,746	+84%	+$520K	0.05%	297
2022 Q2	$593K	Sell	18,847 -47	-0.2%	-$1.62K	0.03%	389
2022 Q1	$724K	Buy	18,894 +3,044	+19%	+$119K	0.03%	381
2021 Q4	$619K	Sell	15,850 -4,783	-23%	-$188K	0.03%	389
2021 Q3	$774K	Buy	20,633 +700	+4%	+$26.2K	0.03%	352
2021 Q2	$731K	Buy	19,933 +4,171	+26%	+$153K	0.03%	363
2021 Q1	$537K	Buy	15,762 +911	+6%	+$29.3K	0.03%	382
2020 Q4	$438K	Sell	14,851 -217	-1%	-$5.8K	0.02%	398
2020 Q3	$363K	Sell	15,068 -39,854	-73%	-$969K	0.02%	390
2020 Q2	$1.27M	Buy	54,922 +30,247	+123%	+$687K	0.07%	251
2020 Q1	$514K	Buy	24,675 +11,786	+91%	+$324K	0.04%	318
2019 Q4	$397K	Buy	+12,889	New	+$378K	0.02%	384

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Private Client Wealth's XLF Position: Q2 2026 in Review

TD Private Client Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.09% in Q2 2026, buying an estimated $676 and bringing the position to 15,040 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #404.

TD Private Client Wealth first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.36M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

TD Private Client Wealth held 15,040 shares of State Street Financial Select Sector SPDR ETF worth $806K as of Q2 2026.
TD Private Client Wealth bought 13 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $676.
State Street Financial Select Sector SPDR ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #404 holding.
TD Private Client Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's State Street Financial Select Sector SPDR ETF position peaked at $6.36M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.