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

Hillcrest 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	$1.85M	Sell	34,445 -20,500	-37%	-$1.07M	0.66%	23
2026 Q1	$2.71M	Buy	54,945 +46,820	+576%	+$2.44M	1.1%	20
2025 Q4	$445K	Buy	8,125 +1,625	+25%	+$86.6K	0.19%	36
2025 Q3	$350K	Hold	6,500	–	–	0.16%	40
2025 Q2	$340K	Sell	6,500 -3,775	-37%	-$187K	0.16%	39
2025 Q1	$512K	Buy	10,275 +1,500	+17%	+$75.2K	0.25%	34
2024 Q4	$424K	Buy	8,775 +775	+10%	+$37.5K	0.2%	37
2024 Q3	$363K	Sell	8,000 -2,000	-20%	-$87.3K	0.18%	36
2024 Q2	$411K	Hold	10,000	–	–	0.22%	34
2024 Q1	$421K	Sell	10,000 -9,750	-49%	-$385K	0.23%	34
2023 Q4	$743K	Sell	19,750 -43,205	-69%	-$1.5M	0.41%	28
2023 Q3	$2.09M	Sell	62,955 -3,445	-5%	-$119K	1.19%	21
2023 Q2	$2.24M	Buy	66,400 +2,000	+3%	+$65.3K	1.32%	21
2023 Q1	$2.07M	Buy	64,400 +7,825	+14%	+$272K	1.23%	21
2022 Q4	$1.93M	Sell	56,575 -7,460	-12%	-$252K	1.16%	22
2022 Q3	$1.94M	Buy	64,035 +2,160	+3%	+$71.4K	1.23%	21
2022 Q2	$1.95M	Buy	61,875 +39,300	+174%	+$1.36M	1.18%	23
2022 Q1	$865K	Sell	22,575 -4,950	-18%	-$193K	0.48%	28
2021 Q4	$1.07M	Buy	27,525 +13,725	+99%	+$539K	0.58%	28
2021 Q3	$518K	Sell	13,800 -3,750	-21%	-$140K	0.31%	35
2021 Q2	$644K	Buy	17,550 +4,050	+30%	+$148K	0.39%	30
2021 Q1	$460K	Hold	13,500	–	–	0.28%	36
2020 Q4	$398K	Sell	13,500 -22,775	-63%	-$609K	0.27%	38
2020 Q3	$873K	Buy	36,275 +1,975	+6%	+$48K	0.62%	32
2020 Q2	$794K	Sell	34,300 -8,075	-19%	-$183K	0.69%	24
2020 Q1	$882K	Buy	42,375 +25,725	+155%	+$708K	0.88%	24
2019 Q4	$512K	Sell	16,650 -17,450	-51%	-$512K	0.43%	25
2019 Q3	$955K	Sell	34,100 -29,300	-46%	-$809K	0.82%	22
2019 Q2	$1.75M	Sell	63,400 -23,525	-27%	-$637K	1.47%	18
2019 Q1	$2.23M	Buy	86,925 +3,850	+5%	+$99.4K	1.96%	17
2018 Q4	$1.98M	Buy	+83,075	New	+$2.16M	1.84%	18

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

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

Hillcrest Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 37% in Q2 2026, selling an estimated $1.07M and leaving 34,445 shares worth $1.85M. The position accounts for 0.66% of the portfolio, ranked #23.

Hillcrest Wealth Advisors first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.71M in Q1 2026. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Hillcrest Wealth Advisors held 34,445 shares of State Street Financial Select Sector SPDR ETF worth $1.85M as of Q2 2026.
Hillcrest Wealth Advisors sold 20,500 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.07M.
State Street Financial Select Sector SPDR ETF made up 0.66% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Hillcrest Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Hillcrest Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.71M in Q1 2026.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.