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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
Q2 		– Sell
-48,713
Closed -$2.4M – 157
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

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
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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CWC Advisors's XLF Position: Q2 2026 in Review

CWC Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 48,713 shares — an estimated $2.4M sold.

CWC Advisors first reported a position in XLF in Q3 2024 and held it in 7 quarters. The position peaked at $2.69M in Q4 2025. 426 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • CWC Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • CWC Advisors sold 48,713 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.4M.
  • CWC Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
  • CWC Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.69M in Q4 2025.
  • 426 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.