Elmwood Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Elmwood Wealth Management’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	$1.03M	Sell	19,261 -899	-4%	-$46.7K	0.26%	88
2026 Q1	$995K	Buy	20,160 +3,653	+22%	+$190K	0.28%	87
2025 Q4	$904K	Buy	+16,507	New	+$880K	0.29%	88
2020 Q2	–	Sell	-211	Closed	-$5.82K	–	357
2020 Q1	$5.82K	Buy	+211	New	+$5.81K	0.01%	215
2019 Q4	–	Sell	-200	Closed	-$6K	–	254
2019 Q3	$6K	Sell	200 -11	-5%	-$304	0.01%	205
2019 Q2	$6K	Hold	211	–	–	0.01%	225
2019 Q1	$5K	Hold	211	–	–	﹤0.01%	229
2018 Q4	$5K	Hold	211	–	–	﹤0.01%	232
2018 Q3	$5.82K	Hold	211	–	–	﹤0.01%	222
2018 Q2	$5.61K	Hold	211	–	–	0.01%	219
2018 Q1	$5.82K	Buy	+211	New	+$6.08K	0.01%	215

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

Elmwood Wealth Management's XLF Position: Q2 2026 in Review

Elmwood Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.5% in Q2 2026, selling an estimated $46.7K and leaving 19,261 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #88.

Elmwood Wealth Management first reported a position in XLF in Q1 2018 and has held it in 11 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Elmwood Wealth Management held 19,261 shares of State Street Financial Select Sector SPDR ETF worth $1.03M as of Q2 2026.
Elmwood Wealth Management sold 899 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $46.7K.
State Street Financial Select Sector SPDR ETF made up 0.26% of Elmwood Wealth Management's portfolio in Q2 2026, its #88 holding.
Elmwood Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 11 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.