HB Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

HB Wealth 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	$5.97M	Sell	111,366 -4,167	-4%	-$217K	0.03%	251
2026 Q1	$5.7M	Sell	115,533 -2,701	-2%	-$141K	0.04%	241
2025 Q4	$6.48M	Buy	118,234 +880	+0.7%	+$46.9K	0.04%	219
2025 Q3	$6.32M	Buy	117,354 +36,899	+46%	+$1.96M	0.04%	222
2025 Q2	$4.21M	Sell	80,455 -16,765	-17%	-$830K	0.03%	249
2025 Q1	$4.84M	Buy	97,220 +16,011	+20%	+$803K	0.04%	237
2024 Q4	$3.92M	Sell	81,209 -650	-0.8%	-$31.4K	0.04%	189
2024 Q3	$3.71M	Buy	81,859 +601	+0.7%	+$26.2K	0.04%	189
2024 Q2	$3.34M	Buy	81,258 +18,583	+30%	+$765K	0.04%	191
2024 Q1	$2.64M	Buy	62,675 +1,398	+2%	+$55.2K	0.03%	208
2023 Q4	$2.3M	Buy	61,277 +4,163	+7%	+$144K	0.03%	202
2023 Q3	$1.89M	Buy	57,114 +1,043	+2%	+$35.9K	0.03%	215
2023 Q2	$1.89M	Buy	56,071 +3,860	+7%	+$126K	0.03%	208
2023 Q1	$1.68M	Sell	52,211 -2,599	-5%	-$90.3K	0.03%	219
2022 Q4	$1.87M	Buy	54,810 +15,206	+38%	+$514K	0.03%	202
2022 Q3	$1.2M	Sell	39,604 -832	-2%	-$27.5K	0.03%	234
2022 Q2	$1.27M	Buy	40,436 +4,269	+12%	+$148K	0.03%	226
2022 Q1	$1.39M	Buy	36,167 +4,478	+14%	+$175K	0.03%	222
2021 Q4	$1.24M	Buy	+31,689	New	+$1.25M	0.02%	213

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

HB Wealth Management's XLF Position: Q2 2026 in Review

HB Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.6% in Q2 2026, selling an estimated $217K and leaving 111,366 shares worth $5.97M. The position accounts for 0.03% of the portfolio, ranked #251.

HB Wealth Management first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.48M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

HB Wealth Management held 111,366 shares of State Street Financial Select Sector SPDR ETF worth $5.97M as of Q2 2026.
HB Wealth Management sold 4,167 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $217K.
State Street Financial Select Sector SPDR ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #251 holding.
HB Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $6.48M 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.