FSM Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
FSM Wealth Advisors's XLF Position: Q2 2026 in Review
FSM Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.1% in Q2 2026, selling an estimated $28.1K and leaving 8,248 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #201.
FSM Wealth Advisors first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $481K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- FSM Wealth Advisors held 8,248 shares of State Street Financial Select Sector SPDR ETF worth $442K as of Q2 2026.
- FSM Wealth Advisors sold 540 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $28.1K.
- State Street Financial Select Sector SPDR ETF made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #201 holding.
- FSM Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
- FSM Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $481K in Q4 2025.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.