WealthShield Partners’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 | $714K | Sell |
13,319
-25,052
| -65% | -$1.3M | 0.11% | 143 |
|
|
2026
Q1 | $1.89M | Buy |
38,371
+175
| +0.5% | +$9.12K | 0.21% | 130 |
|
|
2025
Q4 | $2.09M | Buy |
38,196
+252
| +0.7% | +$13.4K | 0.23% | 112 |
|
|
2025
Q3 | $2.04M | Sell |
37,944
-1,532
| -4% | -$81.2K | 0.23% | 116 |
|
|
2025
Q2 | $2.07M | Sell |
39,476
-1,915
| -5% | -$94.8K | 0.25% | 113 |
|
|
2025
Q1 | $2.06M | Buy |
41,391
+4,772
| +13% | +$239K | 0.26% | 102 |
|
|
2024
Q4 | $1.77M | Buy |
36,619
+3,777
| +12% | +$183K | 0.25% | 106 |
|
|
2024
Q3 | $1.49M | Buy |
32,842
+2,240
| +7% | +$97.7K | 0.2% | 122 |
|
|
2024
Q2 | $1.26M | Buy |
30,602
+9,958
| +48% | +$410K | 0.19% | 124 |
|
|
2024
Q1 | $870K | Sell |
20,644
-12,634
| -38% | -$499K | 0.14% | 155 |
|
|
2023
Q4 | $1.25M | Sell |
33,278
-10,649
| -24% | -$369K | 0.21% | 123 |
|
|
2023
Q3 | $1.46M | Sell |
43,927
-4,830
| -10% | -$166K | 0.22% | 121 |
|
|
2023
Q2 | $1.64M | Sell |
48,757
-11,669
| -19% | -$381K | 0.25% | 106 |
|
|
2023
Q1 | $1.94M | Buy |
60,426
+9,452
| +19% | +$328K | 0.31% | 86 |
|
|
2022
Q4 | $1.74M | Buy |
50,974
+913
| +2% | +$30.9K | 0.33% | 82 |
|
|
2022
Q3 | $1.52M | Sell |
50,061
-2,037
| -4% | -$67.3K | 0.3% | 89 |
|
|
2022
Q2 | $1.64M | Sell |
52,098
-14,325
| -22% | -$495K | 0.32% | 78 |
|
|
2022
Q1 | $2.54M | Sell |
66,423
-207,914
| -76% | -$8.13M | 0.41% | 61 |
|
|
2021
Q4 | $10.7M | Buy |
274,337
+241,292
| +730% | +$9.48M | 1.78% | 9 |
|
|
2021
Q3 | $1.24M | Buy |
33,045
+773
| +2% | +$28.9K | 0.33% | 67 |
|
|
2021
Q2 | $1.18M | Buy |
32,272
+16,640
| +106% | +$609K | 0.19% | 91 |
|
|
2021
Q1 | $532K | Buy |
+15,632
| New | +$502K | 0.1% | 150 |
|
|
2020
Q4 | – | Sell |
-2,844
| Closed | -$68K | – | 427 |
|
|
2020
Q3 | $68K | Sell |
2,844
-1,803
| -39% | -$43.9K | 0.02% | 291 |
|
|
2020
Q2 | $108K | Buy |
4,647
+145
| +3% | +$3.29K | 0.05% | 223 |
|
|
2020
Q1 | $94K | Sell |
4,502
-2,763
| -38% | -$76.1K | 0.06% | 174 |
|
|
2019
Q4 | $224K | Buy |
7,265
+2,097
| +41% | +$61.5K | 0.11% | 167 |
|
|
2019
Q3 | $145K | Sell |
5,168
-760
| -13% | -$21K | 0.08% | 175 |
|
|
2019
Q2 | $164K | Sell |
5,928
-1,568
| -21% | -$42.5K | 0.1% | 152 |
|
|
2019
Q1 | $193K | Sell |
7,496
-2,297
| -23% | -$59.3K | 0.11% | 147 |
|
|
2018
Q4 | $233K | Sell |
9,793
-6,650
| -40% | -$173K | 0.16% | 107 |
|
|
2018
Q3 | $453K | Sell |
16,443
-8,791
| -35% | -$246K | 0.26% | 70 |
|
|
2018
Q2 | $671K | Sell |
25,234
-93,879
| -79% | -$2.59M | 0.41% | 47 |
|
|
2018
Q1 | $3.28M | Sell |
119,113
-4,903
| -4% | -$141K | 2.08% | 14 |
|
|
2017
Q4 | $3.46M | Buy |
+124,016
| New | +$3.34M | 2.11% | 11 |
|
Other funds holding XLF
WealthShield Partners's XLF Position: Q2 2026 in Review
WealthShield Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 65% in Q2 2026, selling an estimated $1.3M and leaving 13,319 shares worth $714K. The position accounts for 0.11% of the portfolio, ranked #143.
WealthShield Partners first reported a position in XLF in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.7M in Q4 2021. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- WealthShield Partners held 13,319 shares of State Street Financial Select Sector SPDR ETF worth $714K as of Q2 2026.
- WealthShield Partners sold 25,052 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.3M.
- State Street Financial Select Sector SPDR ETF made up 0.11% of WealthShield Partners's portfolio in Q2 2026, its #143 holding.
- WealthShield Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's State Street Financial Select Sector SPDR ETF position peaked at $10.7M in Q4 2021.
- 1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.