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

Bullock 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	$993K	Sell	18,122 -7,811	-30%	-$406K	0.43%	60
2026 Q1	$1.28M	Sell	25,933 -1,988	-7%	-$104K	0.64%	32
2025 Q4	$1.53M	Buy	27,921 +1,885	+7%	+$100K	0.75%	26
2025 Q3	$1.39M	Sell	26,036 -274	-1%	-$14.5K	0.69%	28
2025 Q2	$1.39M	Buy	26,310 +655	+3%	+$32.4K	0.73%	25
2025 Q1	$1.28M	Buy	25,655 +2,689	+12%	+$135K	0.71%	27
2024 Q4	$1.11M	Buy	22,966 +2,060	+10%	+$99.6K	0.65%	31
2024 Q3	$943K	Buy	20,906 +916	+5%	+$40K	0.57%	36
2024 Q2	$824K	Buy	19,990 +1,113	+6%	+$45.8K	0.54%	40
2024 Q1	$791K	Buy	+18,877	New	+$745K	0.53%	45

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 22.9% 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

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

Bullock Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 30% in Q2 2026, selling an estimated $406K and leaving 18,122 shares worth $993K. The position accounts for 0.43% of the portfolio, ranked #60.

Bullock Wealth Management first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bullock Wealth Management held 18,122 shares of State Street Financial Select Sector SPDR ETF worth $993K as of Q2 2026.
Bullock Wealth Management sold 7,811 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $406K.
State Street Financial Select Sector SPDR ETF made up 0.43% of Bullock Wealth Management's portfolio in Q2 2026, its #60 holding.
Bullock Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.53M in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.