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

Channel Wealth’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	$4.94M	Sell	92,066 -21,921	-19%	-$1.14M	1.11%	29
2026 Q1	$5.63M	Sell	113,987 -22,459	-16%	-$1.17M	1.36%	22
2025 Q4	$7.47M	Sell	136,446 -1,815	-1%	-$96.7K	1.89%	13
2025 Q3	$7.45M	Buy	138,261 +66,880	+94%	+$3.54M	1.99%	14
2025 Q2	$3.74M	Sell	71,381 -8,095	-10%	-$401K	1.06%	34
2025 Q1	$3.96M	Buy	79,476 +6,935	+10%	+$348K	1.23%	25
2024 Q4	$3.51M	Buy	72,541 +62,239	+604%	+$3.01M	1.14%	27
2024 Q3	$467K	Buy	10,302 +930	+10%	+$40.6K	0.15%	94
2024 Q2	$385K	Sell	9,372 -100	-1%	-$4.12K	0.14%	103
2024 Q1	$399K	Buy	9,472 +801	+9%	+$31.6K	0.16%	103
2023 Q4	$326K	Sell	8,671 -2,485	-22%	-$86K	0.15%	116
2023 Q3	$370K	Buy	11,156 +2,817	+34%	+$97.1K	0.21%	101
2023 Q2	$281K	Sell	8,339 -220	-3%	-$7.18K	0.16%	137
2023 Q1	$275K	Buy	+8,559	New	+$297K	0.18%	138

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

Channel Wealth's XLF Position: Q2 2026 in Review

Channel Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q2 2026, selling an estimated $1.14M and leaving 92,066 shares worth $4.94M. The position accounts for 1.11% of the portfolio, ranked #29.

Channel Wealth first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.47M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Channel Wealth held 92,066 shares of State Street Financial Select Sector SPDR ETF worth $4.94M as of Q2 2026.
Channel Wealth sold 21,921 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.14M.
State Street Financial Select Sector SPDR ETF made up 1.11% of Channel Wealth's portfolio in Q2 2026, its #29 holding.
Channel Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Channel Wealth's State Street Financial Select Sector SPDR ETF position peaked at $7.47M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.