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Global Wealth Strategies & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Global Wealth Strategies & Associates’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
-3,047
Closed -$150K – 488
2026
Q1 		$150K Sell
3,047
-600
-16% -$31.3K 0.04% 96
2025
Q4 		$200K Buy
3,647
+1,071
+42% +$57.1K 0.05% 72
2025
Q3 		$139K Sell
2,576
-271
-10% -$14.4K 0.04% 84
2025
Q2 		$149K Sell
2,847
-1,188
-29% -$58.8K 0.04% 60
2025
Q1 		$201K Buy
4,035
+571
+16% +$28.6K 0.06% 52
2024
Q4 		$167K Buy
3,464
+555
+19% +$26.8K 0.05% 57
2024
Q3 		$132K Hold
2,909
– – 0.04% 59
2024
Q2 		$120K Sell
2,909
-1,619
-36% -$66.6K 0.04% 53
2024
Q1 		$191K Hold
4,528
– – 0.07% 45
2023
Q4 		$170K Sell
4,528
-85,999
-95% -$2.98M 0.07% 44
2023
Q3 		$3M Buy
90,527
+1,587
+2% +$54.7K 1.4% 19
2023
Q2 		$3M Buy
88,940
+5,837
+7% +$191K 1.41% 19
2023
Q1 		$2.67M Buy
83,103
+74,208
+834% +$2.58M 1.38% 19
2022
Q4 		$304K Buy
+8,895
New +$301K 0.18% 33

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
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
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
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

Global Wealth Strategies & Associates's XLF Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 3,047 shares — an estimated $150K sold.

Global Wealth Strategies & Associates first reported a position in XLF in Q4 2022 and held it in 14 quarters. The position peaked at $3M in Q3 2023. 723 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3,047 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $150K.
  • Global Wealth Strategies & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's State Street Financial Select Sector SPDR ETF position peaked at $3M in Q3 2023.
  • 723 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.