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

Chicago 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	$444K	Sell	8,290 -433	-5%	-$22.5K	0.16%	51
2026 Q1	$431K	Sell	8,723 -199,723	-96%	-$10.4M	0.17%	49
2025 Q4	$11.4M	Buy	208,446 +5,686	+3%	+$303K	4.59%	9
2025 Q3	$10.9M	Buy	202,760 +2,472	+1%	+$131K	4.76%	9
2025 Q2	$10.5M	Buy	200,288 +1,349	+0.7%	+$66.8K	5%	8
2025 Q1	$9.91M	Buy	198,939 +8,163	+4%	+$409K	5.19%	8
2024 Q4	$9.22M	Buy	190,776 +13,069	+7%	+$632K	4.79%	11
2024 Q3	$8.05M	Buy	177,707 +39,508	+29%	+$1.72M	4.3%	12
2024 Q2	$5.68M	Buy	138,199 +15,431	+13%	+$635K	3.27%	16
2024 Q1	$5.17M	Buy	+122,768	New	+$4.85M	3.07%	15
2023 Q2	–	Sell	-240,881	Closed	-$7.74M	–	49
2023 Q1	$7.74M	Buy	240,881 +232,045	+2,626%	+$8.06M	6.15%	7
2022 Q4	$302K	Buy	+8,836	New	+$299K	0.26%	33
2022 Q2	–	Sell	-231,804	Closed	-$8.88M	–	48
2022 Q1	$8.88M	Buy	231,804 +2,077	+0.9%	+$81.2K	5.96%	4
2021 Q4	$8.97M	Buy	229,727 +5,719	+3%	+$225K	6.02%	5
2021 Q3	$8.41M	Buy	224,008 +6,132	+3%	+$229K	6.13%	5
2021 Q2	$7.99M	Buy	217,876 +13,774	+7%	+$504K	5.75%	5
2021 Q1	$6.95M	Buy	+204,102	New	+$6.56M	5.52%	7

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

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

Chicago Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5% in Q2 2026, selling an estimated $22.5K and leaving 8,290 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #51.

Chicago Wealth Management first reported a position in XLF in Q1 2021 and has held it in 17 quarters since. The position peaked at $11.4M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Chicago Wealth Management held 8,290 shares of State Street Financial Select Sector SPDR ETF worth $444K as of Q2 2026.
Chicago Wealth Management sold 433 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.5K.
State Street Financial Select Sector SPDR ETF made up 0.16% of Chicago Wealth Management's portfolio in Q2 2026, its #51 holding.
Chicago Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
Chicago Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $11.4M in Q4 2025.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.