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XLFXLF
6 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in FINANCIAL SELECT SECTOR SPDR

Dynasty Wealth Management, LLC holds 1.4M shares of XLF (FINANCIAL SELECT SECTOR SPDR), worth $76.8M as of 2026-Q2. The position was increased (+1.9% shares). XLF represents 0.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$76.8M

Current Shares

1.4M

Total Value Change

-$3.7M

Total Shares Change

-182,767

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+1.9%
$76.8M0.6%$53.61
43
2026-Q1
Decreased
1.4M
-18.7%
$69.4M0.6%$49.20
0
2025-Q4
Increased
1.7M
+6.6%
$94.7M0.9%$54.30
45
2025-Q3
Increased
1.6M
+6.7%
$87.4M1.2%$53.22
50
2025-Q2
Decreased
1.5M
-5.8%
$79.6M1.4%$51.57
0
2025-Q1
New
1.6M
-
$80.4M1.3%$48.88
68

Other major holders of XLF: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, Steward Partners Investment Advisory, LLC

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