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

Eagle 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	$554K	Hold	10,331	–	–	0.42%	49
2026 Q1	$510K	Hold	10,331	–	–	0.47%	43
2025 Q4	$566K	Buy	+10,331	New	+$550K	0.48%	38

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

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

Eagle Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 10,331 shares worth $554K. The position accounts for 0.42% of the portfolio, ranked #49.

Eagle Wealth Advisors first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $566K in Q4 2025. 1,885 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Eagle Wealth Advisors held 10,331 shares of State Street Financial Select Sector SPDR ETF worth $554K as of Q2 2026.
Eagle Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.42% of Eagle Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Eagle Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Eagle Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $566K in Q4 2025.
1,885 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.