Tower View Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tower View Wealth Management’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	$8.31K	Buy	155 +1	+0.6%	+$52	﹤0.01%	160
2026 Q1	$7.63K	Hold	154	–	–	﹤0.01%	157
2025 Q4	$8.42K	Buy	154 +1	+0.7%	+$53	﹤0.01%	137
2025 Q3	$8.25K	Hold	153	–	–	﹤0.01%	131
2025 Q2	$8K	Sell	153 -4	-3%	-$198	﹤0.01%	147
2025 Q1	$7.83K	Buy	157 +5	+3%	+$251	﹤0.01%	136
2024 Q4	$7.33K	Sell	152 -64	-30%	-$3.1K	﹤0.01%	138
2024 Q3	$9.79K	Buy	216 +65	+43%	+$2.84K	0.01%	136
2024 Q2	$6.21K	Hold	151	–	–	﹤0.01%	148
2024 Q1	$6.36K	Buy	+151	New	+$5.96K	﹤0.01%	150
2019 Q2	–	Sell	-79	Closed	-$2K	–	148
2019 Q1	$2K	Hold	79	–	–	﹤0.01%	134
2018 Q4	$2K	Hold	79	–	–	﹤0.01%	132
2018 Q3	$2K	Buy	+79	New	+$2.21K	﹤0.01%	154

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

Tower View Wealth Management's XLF Position: Q2 2026 in Review

Tower View Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.65% in Q2 2026, buying an estimated $52 and bringing the position to 155 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Tower View Wealth Management first reported a position in XLF in Q3 2018 and has held it in 13 quarters since. The position peaked at $9.79K in Q3 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Tower View Wealth Management held 155 shares of State Street Financial Select Sector SPDR ETF worth $8.31K as of Q2 2026.
Tower View Wealth Management bought 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #160 holding.
Tower View Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 13 quarters since.
Tower View Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $9.79K in Q3 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.