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
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: Q1 2026 in Review
WealthShield Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.46% in Q1 2026, buying an estimated $9.12K and bringing the position to 38,371 shares worth $1.89M. The position accounts for 0.21% of the portfolio, ranked #130.
WealthShield Partners first reported a position in XLF in Q4 2017 and has held it in 33 quarters since. The position peaked at $10.7M in Q4 2021. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- WealthShield Partners held 38,371 shares of State Street Financial Select Sector SPDR ETF worth $1.89M as of Q1 2026.
- WealthShield Partners bought 175 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $9.12K.
- State Street Financial Select Sector SPDR ETF made up 0.21% of WealthShield Partners's portfolio in Q1 2026, its #130 holding.
- WealthShield Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
- WealthShield Partners's State Street Financial Select Sector SPDR ETF position peaked at $10.7M in Q4 2021.
- 1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.