Better Way Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Better Way Financial’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	$5.72M	Buy	+106,623	New	+$5.54M	4.84%	4

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Better Way Financial's XLF Position: Q2 2026 in Review

Better Way Financial opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 106,623 shares worth $5.72M. The stake represents 4.84% of the portfolio and ranks #4 among its holdings.

1,818 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Better Way Financial held 106,623 shares of State Street Financial Select Sector SPDR ETF worth $5.72M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Better Way Financial position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 4.84% of Better Way Financial's portfolio in Q2 2026, its #4 holding.
1,818 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Better Way Financial's 13F filing for Q2 2026, filed 23 Jul 2026.