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C2C Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

C2C 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 		$1.23M Sell
22,953
-240
-1% -$12.5K 0.96% 27
2026
Q1 		$1.15M Sell
23,193
-695
-3% -$36.2K 0.97% 26
2025
Q4 		$1.31M Sell
23,888
-219
-0.9% -$11.7K 1.1% 24
2025
Q3 		$1.3M Hold
24,107
– – 1.11% 23
2025
Q2 		$1.26M Sell
24,107
-353
-1% -$17.5K 1.14% 22
2025
Q1 		$1.22M Sell
24,460
-97
-0.4% -$4.87K 1.14% 22
2024
Q4 		$1.19M Sell
24,557
-200
-0.8% -$9.67K 1.1% 22
2024
Q3 		$1.15M Sell
24,757
-333
-1% -$14.5K 1.07% 23
2024
Q2 		$1.03M Sell
25,090
-116
-0.5% -$4.77K 1.01% 24
2024
Q1 		$1.06M Sell
25,206
-1,661
-6% -$65.6K 1.05% 22
2023
Q4 		$1.01M Sell
26,867
-2,689
-9% -$93.1K 0.86% 30
2023
Q3 		$969K Sell
29,556
-50
-0.2% -$1.72K 0.14% 80
2023
Q2 		$1.03M Sell
29,606
-4,052
-12% -$132K 0.14% 79
2023
Q1 		$1.09M Sell
33,658
-801
-2% -$27.8K 0.18% 72
2022
Q4 		$1.2M Sell
34,459
-65
-0.2% -$2.2K 0.21% 51
2022
Q3 		$1.12M Buy
34,524
+271
+0.8% +$8.96K 0.22% 55
2022
Q2 		$1.12M Sell
34,253
-2,111
-6% -$73K 0.2% 60
2022
Q1 		$1.38M Sell
36,364
-253
-0.7% -$9.89K 0.23% 57
2021
Q4 		$1.43M Buy
+36,617
New +$1.44M 0.21% 57

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

C2C Wealth Management's XLF Position: Q2 2026 in Review

C2C Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q2 2026, selling an estimated $12.5K and leaving 22,953 shares worth $1.23M. The position accounts for 0.96% of the portfolio, ranked #27.

C2C Wealth Management first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2021. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • C2C Wealth Management held 22,953 shares of State Street Financial Select Sector SPDR ETF worth $1.23M as of Q2 2026.
  • C2C Wealth Management sold 240 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.96% of C2C Wealth Management's portfolio in Q2 2026, its #27 holding.
  • C2C Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.43M in Q4 2021.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.