Tulsa Wealth Advisors’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
Q2
$275K Sell
5,126
-164
-3% -$8.52K 0.04% 145
2026
Q1
$261K Buy
+5,290
New +$276K 0.05% 138

Other funds holding XLF

Tulsa Wealth Advisors's XLF Position: Q2 2026 in Review

Tulsa Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.1% in Q2 2026, selling an estimated $8.52K and leaving 5,126 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #145.

Tulsa Wealth Advisors first reported a position in XLF in Q1 2026 and has held it in 2 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Tulsa Wealth Advisors held 5,126 shares of State Street Financial Select Sector SPDR ETF worth $275K as of Q2 2026.
  • Tulsa Wealth Advisors sold 164 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.52K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Tulsa Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.