Twin Peaks 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
Sell
-3,206
Closed -$158K 2256
2026
Q1
$158K Buy
+3,206
New +$167K 0.04% 220
2025
Q3
Sell
-3,060
Closed -$161K 2182
2025
Q2
$161K Buy
+3,060
New +$151K 0.05% 175

Other funds holding XLF

Twin Peaks Wealth Advisors's XLF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 3,206 shares — an estimated $158K sold.

Twin Peaks Wealth Advisors first reported a position in XLF in Q2 2025 and held it in 2 quarters. The position peaked at $161K in Q2 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3,206 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $158K.
  • Twin Peaks Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $161K in Q2 2025.
  • 1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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