Triad Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Triad Wealth Partners's XLF Position: Q1 2026 in Review
Triad Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 33% in Q1 2026, buying an estimated $102K and bringing the position to 7,802 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #339.
Triad Wealth Partners first reported a position in XLF in Q2 2024 and has held it in 4 quarters since. The position peaked at $515K in Q3 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Triad Wealth Partners held 7,802 shares of State Street Financial Select Sector SPDR ETF worth $385K as of Q1 2026.
- Triad Wealth Partners bought 1,953 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $102K.
- State Street Financial Select Sector SPDR ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #339 holding.
- Triad Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 4 quarters since.
- Triad Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $515K in Q3 2025.
- 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.