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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,896 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.
1,896 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.