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 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 $1.56T 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

Evermay Wealth Management's XLF Position: Q1 2026 in Review

Evermay Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 119 shares worth $5.88K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in XLF as recently as Q2 2024.

Evermay Wealth Management first reported a position in XLF in Q2 2022 and has held it in 10 quarters since. The position peaked at $33.3K in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Evermay Wealth Management held 119 shares of State Street Financial Select Sector SPDR ETF worth $5.88K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Evermay Wealth Management position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #497 holding.
Evermay Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 10 quarters since.
Evermay Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $33.3K in Q1 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.