PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
WA
JSAM
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLF Position: Q2 2026 in Review
PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,102 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #238.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLF in Q1 2023 and has held it in 6 quarters since. The position peaked at $157K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,102 shares of State Street Financial Select Sector SPDR ETF worth $113K as of Q2 2026.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 42 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.18K.
- State Street Financial Select Sector SPDR ETF made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #238 holding.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 6 quarters since.
- PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street Financial Select Sector SPDR ETF position peaked at $157K in Q2 2025.
- 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.