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 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 $1.81T 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

TFO Wealth Partners's XLF Position: Q2 2026 in Review

TFO Wealth Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,016 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #64 among its holdings. This is a return to the name: TFO Wealth Partners previously reported a position in XLF as recently as Q3 2022.

TFO Wealth Partners first reported a position in XLF in Q1 2021 and has held it in 7 quarters since. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

TFO Wealth Partners held 4,016 shares of State Street Financial Select Sector SPDR ETF worth $215K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new TFO Wealth Partners position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of TFO Wealth Partners's portfolio in Q2 2026, its #64 holding.
TFO Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 7 quarters since.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.