Adamsbrown Wealth Consultants’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$303K Buy
5,654
+474
+9% +$24.6K 0.06% 121
2026
Q1
$256K Sell
5,180
-32
-0.6% -$1.67K 0.07% 114
2025
Q4
$285K Buy
5,212
+595
+13% +$31.7K 0.08% 98
2025
Q3
$249K Buy
+4,617
New +$245K 0.07% 101
2022
Q2
Sell
-6,054
Closed -$232K 97
2022
Q1
$232K Buy
6,054
+5
+0.1% +$195 0.18% 79
2021
Q4
$236K Buy
+6,049
New +$238K 0.21% 69

Other funds holding XLF

Adamsbrown Wealth Consultants's XLF Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.2% in Q2 2026, buying an estimated $24.6K and bringing the position to 5,654 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #121.

Adamsbrown Wealth Consultants first reported a position in XLF in Q4 2021 and has held it in 6 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Adamsbrown Wealth Consultants held 5,654 shares of State Street Financial Select Sector SPDR ETF worth $303K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 474 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #121 holding.
  • Adamsbrown Wealth Consultants first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 6 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.