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

CMH 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	$439K	Sell	8,190 -100	-1%	-$5.2K	0.07%	100
2026 Q1	$409K	Buy	+8,290	New	+$432K	0.07%	98
2019 Q1	–	Sell	-71,943	Closed	-$1.71M	–	64
2018 Q4	$1.71M	Sell	71,943 -19,815	-22%	-$515K	1.03%	41
2018 Q3	$2.54M	Buy	91,758 +13,465	+17%	+$377K	1.33%	27
2018 Q2	$2.09M	Sell	78,293 -1,750	-2%	-$48.3K	1.2%	30
2018 Q1	$2.16M	Sell	80,043 -355	-0.4%	-$10.2K	1.46%	24
2017 Q4	$2.25M	Sell	80,398 -155	-0.2%	-$4.17K	1.49%	23
2017 Q3	$2.1M	Buy	80,553 +1,155	+1%	+$28.8K	1.56%	22
2017 Q2	$1.98M	Buy	79,398 +5,825	+8%	+$138K	1.58%	25
2017 Q1	$1.71M	Sell	73,573 -52,565	-42%	-$1.26M	1.34%	28
2016 Q4	$2.92M	Buy	+126,138	New	+$2.71M	2.55%	12

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

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

CMH Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q2 2026, selling an estimated $5.2K and leaving 8,190 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #100.

CMH Wealth Management first reported a position in XLF in Q4 2016 and has held it in 11 quarters since. The position peaked at $2.92M in Q4 2016. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CMH Wealth Management held 8,190 shares of State Street Financial Select Sector SPDR ETF worth $439K as of Q2 2026.
CMH Wealth Management sold 100 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.2K.
State Street Financial Select Sector SPDR ETF made up 0.07% of CMH Wealth Management's portfolio in Q2 2026, its #100 holding.
CMH Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 11 quarters since.
CMH Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.92M in Q4 2016.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.