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

Waterfront 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	$200K	Buy	+3,593	New	+$187K	0.03%	292
2026 Q1	–	Sell	-3,757	Closed	-$200K	–	295
2025 Q4	$200K	Buy	+3,757	New	+$200K	0.04%	269

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Waterfront Wealth's XLF Position: Q2 2026 in Review

Waterfront Wealth opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,593 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings. This is a return to the name: Waterfront Wealth previously reported a position in XLF as recently as Q4 2025.

Waterfront Wealth first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $200K in Q4 2025. 870 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Waterfront Wealth held 3,593 shares of State Street Financial Select Sector SPDR ETF worth $200K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Waterfront Wealth position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Waterfront Wealth's portfolio in Q2 2026, its #292 holding.
Waterfront Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Waterfront Wealth's State Street Financial Select Sector SPDR ETF position peaked at $200K in Q4 2025.
870 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.