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

Evermay 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	$6.38K	Hold	119	–	–	﹤0.01%	546
2026 Q1	$5.88K	Buy	+119	New	+$6.2K	﹤0.01%	497
2024 Q3	–	Sell	-790	Closed	-$32.5K	–	634
2024 Q2	$32.5K	Hold	790	–	–	0.01%	374
2024 Q1	$33.3K	Hold	790	–	–	0.01%	383
2023 Q4	$29.7K	Hold	790	–	–	0.01%	365
2023 Q3	$26.2K	Hold	790	–	–	0.01%	359
2023 Q2	$26.6K	Hold	790	–	–	0.01%	358
2023 Q1	$25.4K	Hold	790	–	–	0.01%	350
2022 Q4	$27K	Hold	790	–	–	0.01%	346
2022 Q3	$24K	Hold	790	–	–	﹤0.01%	336
2022 Q2	$25K	Buy	+790	New	+$27.3K	﹤0.01%	330

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

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

Evermay Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 119 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Evermay Wealth Management first reported a position in XLF in Q2 2022 and has held it in 11 quarters since. The position peaked at $33.3K in Q1 2024. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Evermay Wealth Management held 119 shares of State Street Financial Select Sector SPDR ETF worth $6.38K as of Q2 2026.
Evermay Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #546 holding.
Evermay Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 11 quarters since.
Evermay Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $33.3K in Q1 2024.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.