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
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: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 3,206 shares worth $158K. The stake represents 0.04% of the portfolio and ranks #220 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in XLF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in XLF in Q2 2025 and has held it in 2 quarters since. The position peaked at $161K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 3,206 shares of State Street Financial Select Sector SPDR ETF worth $158K as of Q1 2026.
  • State Street Financial Select Sector SPDR ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #220 holding.
  • Twin Peaks Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $161K in Q2 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.