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

Axxcess 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	$4.48M	Buy	83,551 +15,552	+23%	+$808K	0.07%	247
2026 Q1	$3.36M	Sell	67,999 -44,516	-40%	-$2.32M	0.11%	161
2025 Q4	$6.16M	Buy	112,515 +87,596	+352%	+$4.67M	0.11%	180
2025 Q3	$1.34M	Buy	24,919 +306	+1%	+$16.2K	0.03%	388
2025 Q2	$1.29M	Sell	24,613 -19,823	-45%	-$981K	0.03%	372
2025 Q1	$2.21M	Buy	44,436 +2,044	+5%	+$103K	0.06%	249
2024 Q4	$2.05M	Buy	42,392 +26,167	+161%	+$1.27M	0.05%	266
2024 Q3	$735K	Buy	16,225 +595	+4%	+$26K	0.02%	467
2024 Q2	$643K	Buy	15,630 +125	+0.8%	+$5.14K	0.02%	474
2024 Q1	$653K	Sell	15,505 -2,585	-14%	-$102K	0.02%	474
2023 Q4	$680K	Buy	+18,090	New	+$626K	0.02%	442
2023 Q3	–	Sell	-8,646	Closed	-$291K	–	853
2023 Q2	$291K	Sell	8,646 -1,762	-17%	-$57.5K	0.02%	458
2023 Q1	$335K	Sell	10,408 -25,938	-71%	-$901K	0.03%	454
2022 Q4	$1.24M	Buy	36,346 +20,230	+126%	+$684K	0.1%	188
2022 Q3	$489K	Sell	16,116 -1,052	-6%	-$34.8K	0.05%	322
2022 Q2	$540K	Buy	17,168 +6,762	+65%	+$234K	0.05%	295
2022 Q1	$399K	Sell	10,406 -1,969	-16%	-$77K	0.03%	410
2021 Q4	$483K	Buy	+12,375	New	+$486K	0.04%	370

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

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

Axxcess Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2026, buying an estimated $808K and bringing the position to 83,551 shares worth $4.48M. The position accounts for 0.07% of the portfolio, ranked #247.

Axxcess Wealth Management first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.16M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Axxcess Wealth Management held 83,551 shares of State Street Financial Select Sector SPDR ETF worth $4.48M as of Q2 2026.
Axxcess Wealth Management bought 15,552 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $808K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #247 holding.
Axxcess Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $6.16M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.