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

CCG 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 Q1	$599K	Buy	+12,143	New	+$633K	0.16%	75

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCG Wealth Management's XLF Position: Q1 2026 in Review

CCG Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 12,143 shares worth $599K. The stake represents 0.16% of the portfolio and ranks #75 among its holdings.

1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

CCG Wealth Management held 12,143 shares of State Street Financial Select Sector SPDR ETF worth $599K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new CCG Wealth Management position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.16% of CCG Wealth Management's portfolio in Q1 2026, its #75 holding.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.