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AAFMAA Wealth Management & Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

AAFMAA Wealth Management & Trust’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
Q2 		$15.6M Buy
291,796
+16,122
+6% +$838K 5.46% 5
2026
Q1 		$13.6M Buy
275,674
+163,113
+145% +$8.5M 5.28% 5
2025
Q4 		$6.16M Buy
112,561
+5,163
+5% +$275K 2.42% 9
2025
Q3 		$5.79M Buy
107,398
+1,826
+2% +$96.8K 2.3% 8
2025
Q2 		$5.53M Buy
105,572
+11,355
+12% +$562K 2.29% 8
2025
Q1 		$4.69M Buy
94,217
+76,531
+433% +$3.84M 2.13% 7
2024
Q4 		$855K Buy
17,686
+322
+2% +$15.6K 0.37% 63
2024
Q3 		$787K Buy
17,364
+10,448
+151% +$456K 0.35% 63
2024
Q2 		$284K Buy
+6,916
New +$285K 0.14% 73

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLF Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.8% in Q2 2026, buying an estimated $838K and bringing the position to 291,796 shares worth $15.6M. The position accounts for 5.46% of the portfolio, ranked #5.

AAFMAA Wealth Management & Trust first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 291,796 shares of State Street Financial Select Sector SPDR ETF worth $15.6M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 16,122 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $838K.
  • State Street Financial Select Sector SPDR ETF made up 5.46% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #5 holding.
  • AAFMAA Wealth Management & Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.