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

TritonPoint Wealth’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	$9.79M	Sell	182,551 -6,552	-3%	-$341K	0.96%	26
2026 Q1	$9.34M	Sell	189,103 -2,252	-1%	-$117K	1%	25
2025 Q4	$10.5M	Sell	191,355 -28,569	-13%	-$1.52M	1.06%	24
2025 Q3	$11.8M	Sell	219,924 -1,862	-0.8%	-$98.7K	1.02%	22
2025 Q2	$11.6M	Sell	221,786 -9,252	-4%	-$458K	1.07%	21
2025 Q1	$11.5M	Buy	231,038 +14,305	+7%	+$718K	1.1%	19
2024 Q4	$10.5M	Sell	216,733 -3,256	-1%	-$157K	0.95%	25
2024 Q3	$9.93M	Sell	219,989 -5,041	-2%	-$220K	0.91%	28
2024 Q2	$9.25M	Sell	225,030 -29,891	-12%	-$1.23M	0.89%	28
2024 Q1	$9.33M	Sell	254,921 -23,265	-8%	-$918K	0.97%	25
2023 Q4	$10.5M	Buy	+278,186	New	+$9.63M	1.02%	24

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

TritonPoint Wealth's XLF Position: Q2 2026 in Review

TritonPoint Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q2 2026, selling an estimated $341K and leaving 182,551 shares worth $9.79M. The position accounts for 0.96% of the portfolio, ranked #26.

TritonPoint Wealth first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

TritonPoint Wealth held 182,551 shares of State Street Financial Select Sector SPDR ETF worth $9.79M as of Q2 2026.
TritonPoint Wealth sold 6,552 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $341K.
State Street Financial Select Sector SPDR ETF made up 0.96% of TritonPoint Wealth's portfolio in Q2 2026, its #26 holding.
TritonPoint Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's State Street Financial Select Sector SPDR ETF position peaked at $11.8M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.