Triad Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Triad 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	–	Sell	-7,802	Closed	-$385K	–	614
2026 Q1	$385K	Buy	7,802 +1,953	+33%	+$102K	0.03%	339
2025 Q4	$320K	Sell	5,849 -3,711	-39%	-$198K	0.03%	369
2025 Q3	$515K	Buy	+9,560	New	+$507K	0.07%	201
2024 Q3	–	Sell	-220	Closed	-$9.04K	–	962
2024 Q2	$9.04K	Buy	+220	New	+$9.05K	﹤0.01%	466

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

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

Triad Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 7,802 shares — an estimated $385K sold.

Triad Wealth Partners first reported a position in XLF in Q2 2024 and held it in 4 quarters. The position peaked at $515K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Triad Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 7,802 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $385K.
Triad Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
Triad Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $515K in Q3 2025.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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