Tortuga Wealth Management’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
$347K Buy
6,473
+1,044
+19% +$54.3K 0.26% 94
2026
Q1
$268K Buy
5,429
+105
+2% +$5.47K 0.25% 85
2025
Q4
$292K Buy
+5,324
New +$284K 0.31% 70

Other funds holding XLF

Tortuga Wealth Management's XLF Position: Q2 2026 in Review

Tortuga Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q2 2026, buying an estimated $54.3K and bringing the position to 6,473 shares worth $347K. The position accounts for 0.26% of the portfolio, ranked #94.

Tortuga Wealth Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Tortuga Wealth Management held 6,473 shares of State Street Financial Select Sector SPDR ETF worth $347K as of Q2 2026.
  • Tortuga Wealth Management bought 1,044 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $54.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.26% of Tortuga Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Tortuga Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.