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

EverSource 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	$1.41M	Sell	26,352 -3,563	-12%	-$185K	0.05%	281
2026 Q1	$1.48M	Sell	29,915 -1,990	-6%	-$104K	0.05%	287
2025 Q4	$1.75M	Sell	31,905 -149	-0.5%	-$7.94K	0.06%	217
2025 Q3	$1.73M	Buy	32,054 +163	+0.5%	+$8.64K	0.07%	194
2025 Q2	$1.67M	Sell	31,891 -1,367	-4%	-$67.7K	0.08%	188
2025 Q1	$1.66M	Buy	33,258 +916	+3%	+$45.9K	0.09%	176
2024 Q4	$1.56M	Buy	32,342 +8,940	+38%	+$432K	0.09%	181
2024 Q3	$1.06M	Buy	23,402 +1,746	+8%	+$76.2K	0.07%	212
2024 Q2	$947K	Sell	21,656 -547	-2%	-$22.5K	0.06%	221
2024 Q1	$896K	Buy	22,203 +4,224	+23%	+$167K	0.07%	196
2023 Q4	$676K	Sell	17,979 -3,587	-17%	-$124K	0.06%	210
2023 Q3	$715K	Sell	21,566 -5,004	-19%	-$172K	0.08%	188
2023 Q2	$896K	Sell	26,570 -43,726	-62%	-$1.43M	0.1%	166
2023 Q1	$2.26M	Sell	70,296 -52,498	-43%	-$1.82M	0.28%	91
2022 Q4	$4.2M	Buy	122,794 +122,704	+136,338%	+$4.15M	0.64%	33
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	1601
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	1449
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	1466
2021 Q4	$4K	Buy	+90	New	+$3.54K	﹤0.01%	1372

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

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

EverSource Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, selling an estimated $185K and leaving 26,352 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #281.

EverSource Wealth Advisors first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.2M in Q4 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

EverSource Wealth Advisors held 26,352 shares of State Street Financial Select Sector SPDR ETF worth $1.41M as of Q2 2026.
EverSource Wealth Advisors sold 3,563 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $185K.
State Street Financial Select Sector SPDR ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #281 holding.
EverSource Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.2M in Q4 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.