Abound Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Abound Wealth Management’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	$12.1K	Sell	225 -84	-27%	-$4.37K	﹤0.01%	447
2026 Q1	$15.3K	Buy	309 +264	+587%	+$13.8K	﹤0.01%	450
2025 Q4	$2.46K	Sell	45 -292	-87%	-$15.6K	﹤0.01%	814
2025 Q3	$18.2K	Buy	337 +45	+15%	+$2.38K	﹤0.01%	380
2025 Q2	$15.3K	Hold	292	–	–	﹤0.01%	376
2025 Q1	$14.5K	Hold	292	–	–	﹤0.01%	350
2024 Q4	$14.1K	Hold	292	–	–	﹤0.01%	338
2024 Q3	$13.2K	Hold	292	–	–	﹤0.01%	370
2024 Q2	$12K	Hold	292	–	–	﹤0.01%	337
2024 Q1	$12.3K	Hold	292	–	–	﹤0.01%	331
2023 Q4	$11K	Hold	292	–	–	﹤0.01%	356
2023 Q3	$9.69K	Hold	292	–	–	﹤0.01%	332
2023 Q2	$9.84K	Buy	+292	New	+$9.53K	﹤0.01%	335

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

Abound Wealth Management's XLF Position: Q2 2026 in Review

Abound Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q2 2026, selling an estimated $4.37K and leaving 225 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Abound Wealth Management first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.2K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Abound Wealth Management held 225 shares of State Street Financial Select Sector SPDR ETF worth $12.1K as of Q2 2026.
Abound Wealth Management sold 84 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.37K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #447 holding.
Abound Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $18.2K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.