Tripletail 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
Q1
$236K Sell
4,755
-200
-4% -$10.4K 0.32% 64
2025
Q4
$271K Sell
4,955
-500
-9% -$26.6K 0.34% 53
2025
Q3
$295K Sell
5,455
-100
-2% -$5.3K 0.35% 49
2025
Q2
$288K Buy
+5,555
New +$275K 0.41% 51

Other funds holding XLF

Tripletail Wealth Management's XLF Position: Q1 2026 in Review

Tripletail Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4% in Q1 2026, selling an estimated $10.4K and leaving 4,755 shares worth $236K. The position accounts for 0.32% of the portfolio, ranked #64.

Tripletail Wealth Management first reported a position in XLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Tripletail Wealth Management held 4,755 shares of State Street Financial Select Sector SPDR ETF worth $236K as of Q1 2026.
  • Tripletail Wealth Management sold 200 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.32% of Tripletail Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Tripletail Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $295K in Q3 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.