AmeriServ Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

AmeriServ Wealth Advisors’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	$289K	Sell	5,390 -1,989	-27%	-$103K	0.19%	44
2026 Q1	$364K	Sell	7,379 -1,549	-17%	-$80.7K	0.23%	43
2025 Q4	$489K	Sell	8,928 -9,912	-53%	-$528K	0.28%	39
2025 Q3	$1.01M	Sell	18,840 -12,296	-39%	-$652K	0.51%	22
2025 Q2	$1.63M	Sell	31,136 -6,178	-17%	-$306K	0.81%	19
2025 Q1	$1.86M	Buy	37,314 +20,309	+119%	+$1.02M	1.07%	19
2024 Q4	$822K	Buy	+17,005	New	+$822K	0.44%	27

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

AmeriServ Wealth Advisors's XLF Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q2 2026, selling an estimated $103K and leaving 5,390 shares worth $289K. The position accounts for 0.19% of the portfolio, ranked #44.

AmeriServ Wealth Advisors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q1 2025. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

AmeriServ Wealth Advisors held 5,390 shares of State Street Financial Select Sector SPDR ETF worth $289K as of Q2 2026.
AmeriServ Wealth Advisors sold 1,989 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
State Street Financial Select Sector SPDR ETF made up 0.19% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #44 holding.
AmeriServ Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
AmeriServ Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.86M in Q1 2025.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.