WealthShield Partners’s State Street Financial Select Sector SPDR Premium Income ETF XLFI Stock Holding History

WealthShield Partners’s Portfolio XLFI Stock Details XLFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15K	Buy	+666	New	+$15.8K	﹤0.01%	516

Other funds holding XLFI

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthShield Partners's XLFI Position: Q1 2026 in Review

WealthShield Partners opened a new position in State Street Financial Select Sector SPDR Premium Income ETF (XLFI) in Q1 2026: 666 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings.

4 funds tracked by Wall St. Rank hold XLFI as of Q1 2026.

WealthShield Partners held 666 shares of State Street Financial Select Sector SPDR Premium Income ETF worth $15K as of Q1 2026.
State Street Financial Select Sector SPDR Premium Income ETF was a new WealthShield Partners position in Q1 2026.
State Street Financial Select Sector SPDR Premium Income ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #516 holding.
4 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR Premium Income ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.