XLF — SELECT SECTOR SPDR TR

Ownership history in TrinityPoint Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.17% (2024 Q4)
Avg. % of fund
0.5%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 172,066 +43,026 +33.3% 1.17% $8.3M $47.67
2024 Q3 ADDED 129,040 +41,159 +46.8% 0.84% $5.8M $44.51
2024 Q2 ADDED 87,881 +19,404 +28.3% 0.56% $3.6M $40.23
2024 Q1 ADDED 68,477 +57,704 +535.6% 0.48% $2.9M $41.05
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% Marks Wealth, LLC 3Y 12.29% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39%
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