Ferguson Wellman Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ferguson Wellman Capital 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	$6.97M	Buy	130,050 +244	+0.2%	+$12.7K	0.09%	115
2026 Q1	$6.41M	Buy	129,806 +5,715	+5%	+$298K	0.09%	115
2025 Q4	$6.8M	Sell	124,091 -153	-0.1%	-$8.15K	0.11%	89
2025 Q3	$6.69M	Sell	124,244 -1,660	-1%	-$88K	0.11%	88
2025 Q2	$6.59M	Sell	125,904 -3,653	-3%	-$181K	0.12%	88
2025 Q1	$6.45M	Buy	129,557 +7,387	+6%	+$371K	0.13%	91
2024 Q4	$5.9M	Buy	122,170 +3,823	+3%	+$185K	0.11%	93
2024 Q3	$5.36M	Sell	118,347 -1,570	-1%	-$68.5K	0.1%	96
2024 Q2	$4.93M	Sell	119,917 -12,362	-9%	-$509K	0.1%	99
2024 Q1	$5.57M	Sell	132,279 -5,525	-4%	-$218K	0.11%	91
2023 Q4	$5.18M	Sell	137,804 -580	-0.4%	-$20.1K	0.12%	97
2023 Q3	$4.59M	Sell	138,384 -20,615	-13%	-$710K	0.11%	98
2023 Q2	$5.36M	Sell	158,999 -20,718	-12%	-$676K	0.13%	97
2023 Q1	$5.78M	Sell	179,717 -46,722	-21%	-$1.62M	0.15%	93
2022 Q4	$7.74M	Buy	226,439 +126,815	+127%	+$4.29M	0.2%	81
2022 Q3	$3.02M	Sell	99,624 -30,152	-23%	-$997K	0.12%	97
2022 Q2	$4.08M	Sell	129,776 -213,872	-62%	-$7.39M	0.15%	92
2022 Q1	$13.2M	Buy	343,648 +266,820	+347%	+$10.4M	0.41%	63
2021 Q4	$3M	Buy	76,828 +12,955	+20%	+$509K	0.09%	114
2021 Q3	$2.4M	Sell	63,873 -2,436	-4%	-$91.1K	0.08%	126
2021 Q2	$2.43M	Buy	66,309 +150	+0.2%	+$5.49K	0.08%	123
2021 Q1	$2.25M	Sell	66,159 -45,945	-41%	-$1.48M	0.08%	121
2020 Q4	$3.31M	Sell	112,104 -111,335	-50%	-$2.98M	0.08%	155
2020 Q3	$5.38M	Buy	223,439 +104,725	+88%	+$2.55M	0.15%	118
2020 Q2	$2.75M	Sell	118,714 -6,700	-5%	-$152K	0.08%	142
2020 Q1	$2.61M	Sell	125,414 -31,360	-20%	-$863K	0.1%	138
2019 Q4	$4.83M	Buy	156,774 +13,620	+10%	+$400K	0.14%	125
2019 Q3	$4.01M	Sell	143,154 -4,190	-3%	-$116K	0.13%	129
2019 Q2	$4.07M	Sell	147,344 -17,445	-11%	-$472K	0.14%	123
2019 Q1	$4.24M	Sell	164,789 -89,980	-35%	-$2.32M	0.14%	122
2018 Q4	$6.07M	Buy	254,769 +179,312	+238%	+$4.66M	0.23%	100
2018 Q3	$2.08M	Sell	75,457 -1,158	-2%	-$32.4K	0.07%	156
2018 Q2	$2.04M	Buy	76,615 +748	+1%	+$20.6K	0.07%	162
2018 Q1	$2.09M	Buy	75,867 +370	+0.5%	+$10.7K	0.07%	164
2017 Q4	$2.11M	Sell	75,497 -400	-0.5%	-$10.8K	0.07%	162
2017 Q3	$1.96M	Buy	75,897 +320	+0.4%	+$7.98K	0.07%	163
2017 Q2	$1.86M	Buy	75,577 +60	+0.1%	+$1.42K	0.07%	160
2017 Q1	$1.79M	Sell	75,517 -123,277	-62%	-$2.95M	0.07%	159
2016 Q4	$4.62M	Buy	198,794 +131,740	+196%	+$2.83M	0.19%	119
2016 Q3	$1.29M	Sell	67,054 -26,019	-28%	-$537K	0.06%	155
2016 Q2	$1.87M	Sell	93,073 -14,552	-14%	-$295K	0.08%	144
2016 Q1	$2.13M	Sell	107,625 -216,232	-67%	-$4.12M	0.09%	140
2015 Q4	$6.78M	Buy	323,857 +222,093	+218%	+$4.68M	0.28%	102
2015 Q3	$2.02M	Buy	101,764 +65,312	+179%	+$1.38M	0.09%	162
2015 Q2	$780K	Sell	36,452 -1,583	-4%	-$34.2K	0.03%	213
2015 Q1	$805K	Sell	38,035 -19,269	-34%	-$408K	0.03%	212
2014 Q4	$1.24M	Buy	57,304 +12,365	+28%	+$259K	0.05%	193
2014 Q3	$914K	Sell	44,939 -7,047	-14%	-$142K	0.04%	195
2014 Q2	$1.04M	Buy	51,986 +10,225	+24%	+$199K	0.04%	193
2014 Q1	$819K	Sell	41,761 -5,126	-11%	-$97.9K	0.04%	200
2013 Q4	$900K	Buy	46,887 +1,993	+4%	+$36.7K	0.04%	190
2013 Q3	$784K	Hold	44,894	–	–	0.04%	188
2013 Q2	$766K	Buy	+44,894	New	+$753K	0.06%	106

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Ferguson Wellman Capital Management's XLF Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.19% in Q2 2026, buying an estimated $12.7K and bringing the position to 130,050 shares worth $6.97M. The position accounts for 0.09% of the portfolio, ranked #115.

Ferguson Wellman Capital Management first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.2M in Q1 2022. 669 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ferguson Wellman Capital Management held 130,050 shares of State Street Financial Select Sector SPDR ETF worth $6.97M as of Q2 2026.
Ferguson Wellman Capital Management bought 244 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.7K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #115 holding.
Ferguson Wellman Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Ferguson Wellman Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $13.2M in Q1 2022.
669 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.