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

Confluence Wealth Services’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 		$226K Buy
+4,220
New +$219K 0.01% 444
2024
Q3 		– Sell
-5,999
Closed -$247K – 378
2024
Q2 		$247K Buy
+5,999
New +$247K 0.02% 332
2022
Q1 		– Sell
-4,702
Closed -$183K – 1197
2021
Q4 		$183K Buy
+4,702
New +$185K 0.06% 234

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Confluence Wealth Services's XLF Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,220 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in XLF as recently as Q2 2024.

Confluence Wealth Services first reported a position in XLF in Q4 2021 and has held it in 3 quarters since. The position peaked at $247K in Q2 2024. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Confluence Wealth Services held 4,220 shares of State Street Financial Select Sector SPDR ETF worth $226K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Confluence Wealth Services position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #444 holding.
  • Confluence Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • Confluence Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $247K in Q2 2024.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.