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XLF
5 quarters

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

Dynasty Wealth Management, LLC holds 1.4M shares of XLF (SELECT SECTOR SPDR TR), worth $69.4M as of 2026-Q1. The position was decreased (-18.7% shares). XLF represents 0.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$69.4M

Current Shares

1.4M

Total Value Change

-$11M

Total Shares Change

-208,787

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.4M
-18.7%
$69.4M0.6%$51.21
0
2025-Q4
Increased
1.7M
+6.6%
$94.7M0.9%$55.18
45
2025-Q3
Increased
1.6M
+6.7%
$87.4M1.2%$53.94
50
2025-Q2
Decreased
1.5M
-5.8%
$79.6M1.4%$51.59
0
2025-Q1
New
1.6M
-
$80.4M1.3%$48.71
68

Other major holders of XLF: JPMORGAN CHASE & CO

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