FWL Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

FWL Investment 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	$5.83K	Buy	109 +108	+10,800%	+$5.61K	﹤0.01%	350
2026 Q1	$41	Hold	1	–	–	﹤0.01%	346
2025 Q4	$46	Sell	1 -284	-100%	-$15.1K	﹤0.01%	365
2025 Q3	$15.3K	Buy	285 +284	+28,400%	+$15K	﹤0.01%	219
2025 Q2	$44	Sell	1 -2,872	-100%	-$142K	﹤0.01%	325
2025 Q1	$143K	Buy	2,873 +822	+40%	+$41.2K	0.05%	93
2024 Q4	$99.1K	Buy	2,051 +2,035	+12,719%	+$98.4K	0.04%	112
2024 Q3	$743	Buy	+16	New	+$698	﹤0.01%	284

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

FWL Investment Management's XLF Position: Q2 2026 in Review

FWL Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10,800% in Q2 2026, buying an estimated $5.61K and bringing the position to 109 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

FWL Investment Management first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $143K in Q1 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

FWL Investment Management held 109 shares of State Street Financial Select Sector SPDR ETF worth $5.83K as of Q2 2026.
FWL Investment Management bought 108 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.61K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #350 holding.
FWL Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
FWL Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $143K in Q1 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.