HBW Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

HBW Advisory Services’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	$2.14M	Buy	39,989 +826	+2%	+$42.9K	0.19%	112
2026 Q1	$1.93M	Sell	39,163 -20,544	-34%	-$1.07M	0.2%	115
2025 Q4	$3.27M	Buy	59,707 +1,159	+2%	+$61.8K	0.36%	67
2025 Q3	$3.15M	Buy	58,548 +2,379	+4%	+$126K	0.35%	68
2025 Q2	$2.94M	Buy	56,169 +854	+2%	+$42.3K	0.36%	64
2025 Q1	$2.76M	Buy	55,315 +4,742	+9%	+$238K	0.39%	71
2024 Q4	$2.44M	Buy	50,573 +9,063	+22%	+$438K	0.25%	77
2024 Q3	$1.88M	Buy	41,510 +7,289	+21%	+$318K	0.28%	91
2024 Q2	$1.41M	Buy	34,221 +11,996	+54%	+$494K	0.23%	110
2024 Q1	$836K	Hold	22,225	–	–	0.16%	138
2023 Q4	$836K	Buy	22,225 +917	+4%	+$31.7K	0.16%	138
2023 Q3	$707K	Sell	21,308 -833	-4%	-$28.7K	0.15%	146
2023 Q2	$746K	Buy	22,141 +84	+0.4%	+$2.74K	0.16%	137
2023 Q1	$709K	Sell	22,057 -323	-1%	-$11.2K	0.18%	133
2022 Q4	$765K	Sell	22,380 -913	-4%	-$30.9K	0.2%	128
2022 Q3	$707K	Sell	23,293 -518	-2%	-$17.1K	0.2%	131
2022 Q2	$749K	Sell	23,811 -2,701	-10%	-$93.3K	0.19%	123
2022 Q1	$1.02M	Buy	26,512 +240	+0.9%	+$9.38K	0.36%	81
2021 Q4	$1.03M	Sell	26,272 -2,540	-9%	-$99.8K	0.24%	102
2021 Q3	$1.08M	Sell	28,812 -12,281	-30%	-$459K	0.28%	88
2021 Q2	$1.51M	Sell	41,093 -1,198	-3%	-$43.8K	0.4%	74
2021 Q1	$1.44M	Buy	42,291 +13,445	+47%	+$432K	0.38%	77
2020 Q4	$850K	Buy	28,846 +112	+0.4%	+$3K	0.26%	88
2020 Q3	$692K	Sell	28,734 -1,842	-6%	-$44.8K	0.28%	86
2020 Q2	$708K	Buy	30,576 +7	+0%	+$159	0.33%	83
2020 Q1	$678K	Sell	30,569 -7,389	-19%	-$203K	0.49%	64
2019 Q4	$1.17M	Sell	37,958 -2,042	-5%	-$59.9K	0.68%	48
2019 Q3	$1.07M	Buy	+40,000	New	+$1.1M	1.03%	42

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

HBW Advisory Services's XLF Position: Q2 2026 in Review

HBW Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.1% in Q2 2026, buying an estimated $42.9K and bringing the position to 39,989 shares worth $2.14M. The position accounts for 0.19% of the portfolio, ranked #112.

HBW Advisory Services first reported a position in XLF in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.27M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

HBW Advisory Services held 39,989 shares of State Street Financial Select Sector SPDR ETF worth $2.14M as of Q2 2026.
HBW Advisory Services bought 826 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $42.9K.
State Street Financial Select Sector SPDR ETF made up 0.19% of HBW Advisory Services's portfolio in Q2 2026, its #112 holding.
HBW Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
HBW Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $3.27M 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 HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.