B.A. Schrock Wealth Management, Inc.’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$558K	Buy	+10,439	New	+$592K	0.2%	90

Other funds holding XLF

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s XLF Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 10,439 shares worth $558K. The stake represents 0.2% of the portfolio and ranks #90 among its holdings.

273 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 10,439 shares of State Street Financial Select Sector SPDR ETF worth $558K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.2% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #90 holding.
273 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.