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

Crux Wealth Advisors’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	$236K	Buy	4,408 +16	+0.4%	+$832	0.08%	176
2026 Q1	$217K	Sell	4,392 -3,044	-41%	-$159K	0.08%	173
2025 Q4	$407K	Buy	7,436 +25	+0.3%	+$1.33K	0.15%	123
2025 Q3	$399K	Buy	7,411 +3,071	+71%	+$163K	0.16%	125
2025 Q2	$227K	Buy	4,340 +14	+0.3%	+$693	0.1%	154
2025 Q1	$215K	Buy	4,326 +145	+3%	+$7.27K	0.11%	165
2024 Q4	$202K	Buy	+4,181	New	+$202K	0.11%	146

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

Crux Wealth Advisors's XLF Position: Q2 2026 in Review

Crux Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.36% in Q2 2026, buying an estimated $832 and bringing the position to 4,408 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #176.

Crux Wealth Advisors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Crux Wealth Advisors held 4,408 shares of State Street Financial Select Sector SPDR ETF worth $236K as of Q2 2026.
Crux Wealth Advisors bought 16 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $832.
State Street Financial Select Sector SPDR ETF made up 0.08% of Crux Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Crux Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $407K 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 Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.