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

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

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. 1,900 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.
1,900 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.