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

Clay Northam 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	$603K	Hold	11,240	–	–	0.3%	55
2026 Q1	$555K	Buy	11,240 +10	+0.1%	+$521	0.31%	54
2025 Q4	$615K	Sell	11,230 -125	-1%	-$6.66K	0.34%	46
2025 Q3	$612K	Hold	11,355	–	–	0.35%	45
2025 Q2	$595K	Sell	11,355 -452	-4%	-$22.4K	0.38%	42
2025 Q1	$588K	Sell	11,807 -10	-0.1%	-$502	0.41%	40
2024 Q4	$571K	Hold	11,817	–	–	0.37%	43
2024 Q3	$536K	Hold	11,817	–	–	0.37%	39
2024 Q2	$486K	Hold	11,817	–	–	0.37%	43
2024 Q1	$498K	Buy	11,817 +82	+0.7%	+$3.24K	0.4%	37
2023 Q4	$441K	Hold	11,735	–	–	0.39%	43
2023 Q3	$389K	Hold	11,735	–	–	0.39%	45
2023 Q2	$396K	Hold	11,735	–	–	0.38%	44
2023 Q1	$377K	Hold	11,735	–	–	0.39%	46
2022 Q4	$401K	Sell	11,735 -600	-5%	-$20.3K	0.46%	40
2022 Q3	$374K	Hold	12,335	–	–	0.47%	44
2022 Q2	$388K	Sell	12,335 -50	-0.4%	-$1.73K	0.48%	41
2022 Q1	$475K	Hold	12,385	–	–	0.48%	44
2021 Q4	$484K	Buy	+12,385	New	+$487K	0.46%	45

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

Clay Northam Wealth Management's XLF Position: Q2 2026 in Review

Clay Northam Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 11,240 shares worth $603K. The position accounts for 0.3% of the portfolio, ranked #55.

Clay Northam Wealth Management first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $615K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Clay Northam Wealth Management held 11,240 shares of State Street Financial Select Sector SPDR ETF worth $603K as of Q2 2026.
Clay Northam Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.3% of Clay Northam Wealth Management's portfolio in Q2 2026, its #55 holding.
Clay Northam 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.
Clay Northam Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $615K 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 Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.