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

Evoke Wealth’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	–	Sell	-51,273	Closed	-$2.53M	–	681
2026 Q1	$2.53M	Sell	51,273 -12,731	-20%	-$663K	0.05%	158
2025 Q4	$3.51M	Buy	64,004 +25,579	+67%	+$1.36M	0.07%	116
2025 Q3	$2.07M	Buy	38,425 +1,086	+3%	+$57.5K	0.04%	162
2025 Q2	$1.96M	Buy	37,339 +4,470	+14%	+$221K	0.04%	152
2025 Q1	$1.64M	Buy	32,869 +1,009	+3%	+$50.6K	0.04%	150
2024 Q4	$1.54M	Buy	31,860 +2,737	+9%	+$132K	0.04%	155
2024 Q3	$1.32M	Buy	+29,123	New	+$1.27M	0.04%	166
2024 Q2	–	Sell	-16,505	Closed	-$695K	–	403
2024 Q1	$695K	Buy	+16,505	New	+$652K	0.02%	208
2023 Q2	–	Sell	-14,276	Closed	-$459K	–	384
2023 Q1	$459K	Buy	14,276 +1,900	+15%	+$66K	0.02%	224
2022 Q4	$423K	Buy	12,376 +1,000	+9%	+$33.8K	0.02%	234
2022 Q3	$345K	Hold	11,376	–	–	0.01%	250
2022 Q2	$358K	Sell	11,376 -615,803	-98%	-$21.3M	0.01%	251
2022 Q1	$24M	Buy	627,179 +370	+0.1%	+$14.5K	0.79%	27
2021 Q4	$24.5M	Buy	626,809 +599,084	+2,161%	+$23.5M	0.77%	22
2021 Q3	$1.04M	Sell	27,725 -8,306	-23%	-$311K	0.04%	166
2021 Q2	$1.32M	Buy	36,031 +12,407	+53%	+$454K	0.05%	151
2021 Q1	$804K	Buy	23,624 +3,533	+18%	+$113K	0.04%	170
2020 Q4	$592K	Buy	20,091 +14,414	+254%	+$386K	0.04%	136
2020 Q3	$137K	Hold	5,677	–	–	0.01%	246
2020 Q2	$131K	Sell	5,677 -888	-14%	-$20.2K	0.01%	241
2020 Q1	$137K	Buy	+6,565	New	+$181K	0.02%	223
2019 Q4	–	Sell	-9,782	Closed	-$274K	–	1492
2019 Q3	$274K	Buy	+9,782	New	+$270K	0.03%	213

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

Evoke Wealth's XLF Position: Q2 2026 in Review

Evoke Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 51,273 shares — an estimated $2.53M sold.

Evoke Wealth first reported a position in XLF in Q3 2019 and held it in 22 quarters. The position peaked at $24.5M in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Evoke Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 51,273 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.53M.
Evoke Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 22 quarters.
Evoke Wealth's State Street Financial Select Sector SPDR ETF position peaked at $24.5M in Q4 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.