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

Affinity 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	$509K	Sell	9,490 -660,152	-99%	-$34.3M	0.07%	60
2026 Q1	$33.1M	Buy	669,642 +5,838	+0.9%	+$304K	5%	9
2025 Q4	$36.4M	Buy	663,804 +9,178	+1%	+$489K	5.17%	6
2025 Q3	$35.3M	Buy	654,626 +4,954	+0.8%	+$262K	5.16%	7
2025 Q2	$34M	Sell	649,672 -3,312	-0.5%	-$164K	5.44%	5
2025 Q1	$32.5M	Buy	652,984 +13,883	+2%	+$696K	6.03%	5
2024 Q4	$30.9M	Buy	639,101 +6,528	+1%	+$316K	5.47%	7
2024 Q3	$28.7M	Buy	+632,573	New	+$27.6M	5.09%	9
2023 Q2	–	Sell	-12,250	Closed	-$394K	–	118
2023 Q1	$394K	Buy	12,250 +582	+5%	+$20.2K	0.09%	71
2022 Q4	$399K	Sell	11,668 -41	-0.4%	-$1.39K	0.09%	63
2022 Q3	$355K	Buy	+11,709	New	+$387K	0.09%	65
2017 Q3	–	Sell	-12,593	Closed	-$311K	–	81
2017 Q2	$311K	Sell	12,593 -729,159	-98%	-$17.3M	0.2%	44
2017 Q1	$17.6M	Buy	741,752 +24,304	+3%	+$582K	9.83%	3
2016 Q4	$16.7M	Buy	+717,448	New	+$15.4M	9.43%	3

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

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

Affinity Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 99% in Q2 2026, selling an estimated $34.3M and leaving 9,490 shares worth $509K. The position accounts for 0.07% of the portfolio, ranked #60.

Affinity Wealth Management first reported a position in XLF in Q4 2016 and has held it in 14 quarters since. The position peaked at $36.4M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Affinity Wealth Management held 9,490 shares of State Street Financial Select Sector SPDR ETF worth $509K as of Q2 2026.
Affinity Wealth Management sold 660,152 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $34.3M.
State Street Financial Select Sector SPDR ETF made up 0.07% of Affinity Wealth Management's portfolio in Q2 2026, its #60 holding.
Affinity Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 14 quarters since.
Affinity Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $36.4M in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.