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

CWC 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 Q1	$2.4M	Sell	48,713 -374	-0.8%	-$19.5K	1.14%	26
2025 Q4	$2.69M	Sell	49,087 -211	-0.4%	-$11.2K	1.3%	25
2025 Q3	$2.66M	Sell	49,298 -719	-1%	-$38.1K	1.3%	26
2025 Q2	$2.62M	Buy	50,017 +1,385	+3%	+$68.5K	1.35%	25
2025 Q1	$2.42M	Buy	48,632 +16,544	+52%	+$830K	1.38%	23
2024 Q4	$1.55M	Buy	32,088 +682	+2%	+$33K	1.55%	16
2024 Q3	$1.42M	Buy	+31,406	New	+$1.37M	1.41%	16

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWC Advisors's XLF Position: Q1 2026 in Review

CWC Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.76% in Q1 2026, selling an estimated $19.5K and leaving 48,713 shares worth $2.4M. The position accounts for 1.14% of the portfolio, ranked #26.

CWC Advisors first reported a position in XLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

CWC Advisors held 48,713 shares of State Street Financial Select Sector SPDR ETF worth $2.4M as of Q1 2026.
CWC Advisors sold 374 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $19.5K.
State Street Financial Select Sector SPDR ETF made up 1.14% of CWC Advisors's portfolio in Q1 2026, its #26 holding.
CWC Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
CWC Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.69M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.