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Hennion & Walsh Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hennion & Walsh Asset 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 		$1.78M Buy
33,174
+4,936
+17% +$257K 0.05% 415
2026
Q1 		$1.39M Buy
28,238
+1,989
+8% +$104K 0.05% 436
2025
Q4 		$1.44M Sell
26,249
-232
-0.9% -$12.4K 0.05% 428
2025
Q3 		$1.43M Buy
26,481
+12
+0% +$636 0.05% 423
2025
Q2 		$1.39M Sell
26,469
-720
-3% -$35.6K 0.06% 410
2025
Q1 		$1.35M Buy
27,189
+12,326
+83% +$618K 0.06% 392
2024
Q4 		$718K Buy
14,863
+1,770
+14% +$85.6K 0.03% 546
2024
Q3 		$593K Buy
13,093
+703
+6% +$30.7K 0.03% 575
2024
Q2 		$509K Sell
12,390
-86
-0.7% -$3.54K 0.03% 588
2024
Q1 		$525K Buy
12,476
+6,227
+100% +$246K 0.03% 552
2023
Q4 		$235K Buy
+6,249
New +$216K 0.01% 745

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Hennion & Walsh Asset Management's XLF Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, buying an estimated $257K and bringing the position to 33,174 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #415.

Hennion & Walsh Asset Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Hennion & Walsh Asset Management held 33,174 shares of State Street Financial Select Sector SPDR ETF worth $1.78M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 4,936 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $257K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #415 holding.
  • Hennion & Walsh Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.