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

Bellwether 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	$12M	Sell	224,737 -414,806	-65%	-$21.6M	1.78%	11
2026 Q1	$31.6M	Buy	639,543 +610,632	+2,112%	+$31.8M	5.35%	5
2025 Q4	$1.58M	Sell	28,911 -419,027	-94%	-$22.3M	0.25%	66
2025 Q3	$24.1M	Buy	447,938 +31,661	+8%	+$1.68M	3.99%	6
2025 Q2	$21.8M	Sell	416,277 -560,012	-57%	-$27.7M	3.72%	6
2025 Q1	$48.6M	Sell	976,289 -224,859	-19%	-$11.3M	10.16%	2
2024 Q4	$58.1M	Buy	1,201,148 +513,241	+75%	+$24.8M	10.38%	2
2024 Q3	$31.2M	Buy	687,907 +255,321	+59%	+$11.1M	5.99%	3
2024 Q2	$17.8M	Buy	432,586 +7,027	+2%	+$289K	3.73%	6
2024 Q1	$17.9M	Sell	425,559 -16,351	-4%	-$645K	3.94%	5
2023 Q4	$16.6M	Buy	441,910 +21,345	+5%	+$739K	4.09%	5
2023 Q3	$14M	Buy	+420,565	New	+$14.5M	3.8%	6
2023 Q2	–	Sell	-1,559	Closed	-$50.2K	–	457
2023 Q1	$50.2K	Buy	1,559 +1,260	+421%	+$43.8K	0.01%	191
2022 Q4	$10.2K	Sell	299 -246,506	-100%	-$8.34M	﹤0.01%	268
2022 Q3	$7.49M	Sell	246,805 -44,015	-15%	-$1.45M	2.47%	8
2022 Q2	$9.15M	Buy	290,820 +97,687	+51%	+$3.38M	2.94%	6
2022 Q1	$7.4M	Sell	193,133 -362,889	-65%	-$14.2M	2.2%	9
2021 Q4	$21.7M	Buy	556,022 +548,044	+6,869%	+$21.5M	6.76%	3
2021 Q3	$299K	Sell	7,978 -227,868	-97%	-$8.53M	0.1%	130
2021 Q2	$8.65M	Sell	235,846 -10,394	-4%	-$380K	2.98%	4
2021 Q1	$8.38M	Buy	246,240 +122,579	+99%	+$3.94M	3.32%	3
2020 Q4	$3.65M	Buy	+123,661	New	+$3.31M	1.6%	15

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

Bellwether Advisors's XLF Position: Q2 2026 in Review

Bellwether Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 65% in Q2 2026, selling an estimated $21.6M and leaving 224,737 shares worth $12M. The position accounts for 1.78% of the portfolio, ranked #11.

Bellwether Advisors first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $58.1M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bellwether Advisors held 224,737 shares of State Street Financial Select Sector SPDR ETF worth $12M as of Q2 2026.
Bellwether Advisors sold 414,806 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.6M.
State Street Financial Select Sector SPDR ETF made up 1.78% of Bellwether Advisors's portfolio in Q2 2026, its #11 holding.
Bellwether Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Bellwether Advisors's State Street Financial Select Sector SPDR ETF position peaked at $58.1M in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.