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 Q2	–	Sell	-666	Closed	-$15K	–	619
2026 Q1	$15K	Buy	+666	New	+$15.8K	﹤0.01%	516

Other funds holding XLFI

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthShield Partners's XLFI Position: Q2 2026 in Review

WealthShield Partners sold out of State Street Financial Select Sector SPDR Premium Income ETF (XLFI) in Q2 2026, closing a stake of 666 shares — an estimated $15K sold.

WealthShield Partners first reported a position in XLFI in Q1 2026 and held it in 1 quarter. The position peaked at $15K in Q1 2026. 2 funds tracked by Wall St. Rank hold XLFI as of Q2 2026.

WealthShield Partners reported no remaining State Street Financial Select Sector SPDR Premium Income ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 666 State Street Financial Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $15K.
WealthShield Partners first reported a position in State Street Financial Select Sector SPDR Premium Income ETF in Q1 2026 and held it in 1 quarter.
WealthShield Partners's State Street Financial Select Sector SPDR Premium Income ETF position peaked at $15K in Q1 2026.
2 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR Premium Income ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.