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CWA Asset Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CWA Asset Management Group’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 		$1.48M Sell
27,564
-931
-3% -$48.4K 0.05% 341
2026
Q1 		$1.41M Sell
28,495
-4,722
-14% -$246K 0.05% 330
2025
Q4 		$1.82M Sell
33,217
-1,814
-5% -$96.7K 0.07% 253
2025
Q3 		$1.89M Sell
35,031
-1,102
-3% -$58.4K 0.07% 236
2025
Q2 		$1.89M Sell
36,133
-898
-2% -$44.4K 0.08% 222
2025
Q1 		$1.84M Buy
37,031
+17,308
+88% +$868K 0.09% 203
2024
Q4 		$953K Buy
19,723
+14,048
+248% +$679K 0.05% 264
2024
Q3 		$257K Buy
+5,675
New +$248K 0.01% 509
2024
Q1 		$211K Buy
+5,000
New +$197K 0.01% 499

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

CWA Asset Management Group's XLF Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.3% in Q2 2026, selling an estimated $48.4K and leaving 27,564 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #341.

CWA Asset Management Group first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.89M in Q2 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • CWA Asset Management Group held 27,564 shares of State Street Financial Select Sector SPDR ETF worth $1.48M as of Q2 2026.
  • CWA Asset Management Group sold 931 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $48.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of CWA Asset Management Group's portfolio in Q2 2026, its #341 holding.
  • CWA Asset Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
  • CWA Asset Management Group's State Street Financial Select Sector SPDR ETF position peaked at $1.89M in Q2 2025.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.