HCR Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

HCR Wealth Advisors’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	$432K	Sell	8,067 -21	-0.3%	-$1.09K	0.04%	171
2026 Q1	$399K	Sell	8,088 -467	-5%	-$24.3K	0.04%	171
2025 Q4	$469K	Buy	8,555 +10	+0.1%	+$533	0.05%	156
2025 Q3	$456K	Buy	8,545 +327	+4%	+$17.3K	0.05%	151
2025 Q2	$430K	Sell	8,218 -269	-3%	-$13.3K	0.05%	156
2025 Q1	$423K	Sell	8,487 -240	-3%	-$12K	0.06%	154
2024 Q4	$422K	Buy	8,727 +3,080	+55%	+$149K	0.05%	154
2024 Q3	$256K	Sell	5,647 -218	-4%	-$9.51K	0.03%	201
2024 Q2	$241K	Buy	5,865 +852	+17%	+$35.1K	0.03%	195
2024 Q1	$211K	Buy	+5,013	New	+$198K	0.03%	210
2022 Q2	–	Sell	-6,883	Closed	-$264K	–	200
2022 Q1	$264K	Buy	6,883 +15	+0.2%	+$586	0.04%	160
2021 Q4	$268K	Buy	6,868 +205	+3%	+$8.06K	0.04%	172
2021 Q3	$250K	Hold	6,663	–	–	0.04%	174
2021 Q2	$244K	Buy	+6,663	New	+$244K	0.04%	171
2021 Q1	–	Sell	-2,797	Closed	-$82K	–	287
2020 Q4	$82K	Buy	2,797 +150	+6%	+$4.01K	0.02%	194
2020 Q3	$64K	Sell	2,647 -170	-6%	-$4.13K	0.01%	176
2020 Q2	$65K	Sell	2,817 -750	-21%	-$17K	0.02%	173
2020 Q1	$74K	Sell	3,567 -5,781	-62%	-$159K	0.02%	165
2019 Q4	$288K	Buy	9,348 +769	+9%	+$22.6K	0.07%	133
2019 Q3	$240K	Sell	8,579 -2,669	-24%	-$73.7K	0.08%	137
2019 Q2	$310K	Hold	11,248	–	–	0.09%	125
2019 Q1	$289K	Sell	11,248 -18,906	-63%	-$488K	0.08%	142
2018 Q4	$718K	Sell	30,154 -1,843	-6%	-$47.9K	0.23%	81
2018 Q3	$831K	Sell	31,997 -1,491	-4%	-$41.7K	0.27%	78
2018 Q2	$893K	Sell	33,488 -645	-2%	-$17.8K	0.29%	78
2018 Q1	$941K	Buy	34,133 +3,509	+11%	+$101K	0.33%	77
2017 Q4	$855K	Sell	30,624 -674	-2%	-$18.1K	0.3%	77
2017 Q3	$809K	Buy	31,298 +3,922	+14%	+$97.9K	0.34%	74
2017 Q2	$675K	Buy	27,376 +8,139	+42%	+$193K	0.33%	73
2017 Q1	$456K	Buy	+19,237	New	+$461K	0.23%	91

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

HCR Wealth Advisors's XLF Position: Q2 2026 in Review

HCR Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.26% in Q2 2026, selling an estimated $1.09K and leaving 8,067 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #171.

HCR Wealth Advisors first reported a position in XLF in Q1 2017 and has held it in 30 quarters since. The position peaked at $941K in Q1 2018. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

HCR Wealth Advisors held 8,067 shares of State Street Financial Select Sector SPDR ETF worth $432K as of Q2 2026.
HCR Wealth Advisors sold 21 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.09K.
State Street Financial Select Sector SPDR ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #171 holding.
HCR Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 30 quarters since.
HCR Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $941K in Q1 2018.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.