Third View Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$295K Sell
5,509
-432
-7% -$22.5K 0.04% 248
2026
Q1
$293K Sell
5,941
-417
-7% -$21.7K 0.04% 233
2025
Q4
$348K Buy
+6,358
New +$339K 0.05% 211

Other funds holding XLF

Third View Private Wealth's XLF Position: Q2 2026 in Review

Third View Private Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.3% in Q2 2026, selling an estimated $22.5K and leaving 5,509 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #248.

Third View Private Wealth first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Third View Private Wealth held 5,509 shares of State Street Financial Select Sector SPDR ETF worth $295K as of Q2 2026.
  • Third View Private Wealth sold 432 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Third View Private Wealth's portfolio in Q2 2026, its #248 holding.
  • Third View Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $348K in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.