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

HHM 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 		$196K Sell
3,651
-189
-5% -$9.82K 0.02% 216
2026
Q1 		$190K Hold
3,840
– – 0.02% 199
2025
Q4 		$210K Buy
3,840
+446
+13% +$23.8K 0.02% 191
2025
Q3 		$183K Hold
3,394
– – 0.02% 218
2025
Q2 		$178K Sell
3,394
-50
-1% -$2.48K 0.02% 219
2025
Q1 		$172K Buy
3,444
+1,885
+121% +$94.5K 0.02% 204
2024
Q4 		$75.3K Hold
1,559
– – 0.01% 300
2024
Q3 		$70.7K Sell
1,559
-36
-2% -$1.57K 0.01% 293
2024
Q2 		$65.6K Buy
1,595
+165
+12% +$6.79K 0.01% 301
2024
Q1 		$60.2K Hold
1,430
– – 0.01% 274
2023
Q4 		$53.8K Hold
1,430
– – 0.01% 274
2023
Q3 		$47.4K Sell
1,430
-85
-6% -$2.93K 0.01% 278
2023
Q2 		$51.1K Sell
1,515
-15
-1% -$490 0.01% 279
2023
Q1 		$49.2K Hold
1,530
– – 0.01% 279
2022
Q4 		$52.3K Buy
1,530
+85
+6% +$2.88K 0.01% 240
2022
Q3 		$44K Sell
1,445
-415
-22% -$13.7K 0.01% 251
2022
Q2 		$58K Buy
1,860
+930
+100% +$32.1K 0.01% 263
2022
Q1 		$36K Buy
930
+500
+116% +$19.5K 0.01% 353
2021
Q4 		$17K Hold
430
– – ﹤0.01% 453
2021
Q3 		$16K Hold
430
– – ﹤0.01% 445
2021
Q2 		$16K Hold
430
– – ﹤0.01% 432
2021
Q1 		$15K Sell
430
-100
-19% -$3.21K ﹤0.01% 415
2020
Q4 		$16K Buy
530
+100
+23% +$2.67K 0.01% 382
2020
Q3 		$10K Sell
430
-275
-39% -$6.69K ﹤0.01% 394
2020
Q2 		$16K Hold
705
– – 0.01% 332
2020
Q1 		$15K Buy
+705
New +$19.4K 0.01% 330

Other funds holding XLF

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
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

HHM Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.9% in Q2 2026, selling an estimated $9.82K and leaving 3,651 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #216.

HHM Wealth Advisors first reported a position in XLF in Q1 2020 and has held it in 26 quarters since. The position peaked at $210K in Q4 2025. 657 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • HHM Wealth Advisors held 3,651 shares of State Street Financial Select Sector SPDR ETF worth $196K as of Q2 2026.
  • HHM Wealth Advisors sold 189 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.82K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • HHM Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $210K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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