TFO Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

TFO Wealth Partners’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	$220K	Buy	4,114 +98	+2%	+$5.56K	0.03%	97
2026 Q2	$215K	Buy	+4,016	New	+$209K	0.02%	64
2022 Q4	–	Sell	-944	Closed	-$29K	–	948
2022 Q3	$29K	Sell	944 -2,371	-72%	-$78.4K	0.01%	63
2022 Q2	$104K	Buy	+3,315	New	+$115K	0.02%	58
2022 Q1	–	Sell	-200	Closed	-$8K	–	176
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	97
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	101
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	79
2021 Q1	$7K	Buy	+200	New	+$6.42K	﹤0.01%	140

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

TFO Wealth Partners's XLF Position: Q3 2026 in Review

TFO Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q3 2026, buying an estimated $5.56K and bringing the position to 4,114 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #97.

TFO Wealth Partners first reported a position in XLF in Q1 2021 and has held it in 8 quarters since. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

TFO Wealth Partners held 4,114 shares of State Street Financial Select Sector SPDR ETF worth $220K as of Q3 2026.
TFO Wealth Partners bought 98 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $5.56K.
State Street Financial Select Sector SPDR ETF made up 0.03% of TFO Wealth Partners's portfolio in Q3 2026, its #97 holding.
TFO Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 8 quarters since.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on TFO Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.