JWCA
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J.W. Cole Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

J.W. Cole 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 		$8.1M Buy
151,100
+6,059
+4% +$315K 0.14% 152
2026
Q1 		$7.16M Sell
145,041
-6,506
-4% -$339K 0.24% 83
2025
Q4 		$4.58M Buy
151,547
+1,825
+1% +$97.2K 0.11% 188
2025
Q3 		$8.07M Buy
149,722
+6,839
+5% +$362K 0.15% 133
2025
Q2 		$7.48M Buy
142,883
+51,938
+57% +$2.57M 0.16% 133
2025
Q1 		$4.53M Sell
90,945
-32,731
-26% -$1.64M 0.14% 155
2024
Q4 		$5.98M Buy
123,676
+24,333
+24% +$1.18M 0.24% 90
2024
Q3 		$4.5M Buy
99,343
+10,554
+12% +$461K 0.19% 118
2024
Q2 		$3.65M Sell
88,789
-1,846
-2% -$76K 0.17% 127
2024
Q1 		$3.81M Sell
90,635
-230
-0.3% -$9.08K 0.19% 118
2023
Q4 		$3.42M Buy
90,865
+11,579
+15% +$401K 0.2% 117
2023
Q3 		$2.63M Sell
79,286
-5,107
-6% -$176K 0.19% 128
2023
Q2 		$2.84M Sell
84,393
-12,536
-13% -$409K 0.2% 121
2023
Q1 		$3.12M Sell
96,929
-21,104
-18% -$733K 0.22% 114
2022
Q4 		$4.04M Buy
118,033
+19,973
+20% +$676K 0.31% 76
2022
Q3 		$2.98M Buy
98,060
+5,534
+6% +$183K 0.25% 101
2022
Q2 		$2.91M Sell
92,526
-19,694
-18% -$681K 0.23% 107
2022
Q1 		$4.3M Buy
112,220
+21,635
+24% +$846K 0.29% 75
2021
Q4 		$3.54M Buy
+90,585
New +$3.56M 0.23% 101
2021
Q3 		– Sell
-112,290
Closed -$4.12M – 798
2021
Q2 		$4.12M Buy
112,290
+31,028
+38% +$1.14M 0.32% 70
2021
Q1 		$2.77M Buy
81,262
+49,830
+159% +$1.6M 0.27% 91
2020
Q4 		$927K Sell
31,432
-27,374
-47% -$732K 0.1% 234
2020
Q3 		$1.42M Buy
58,806
+27,680
+89% +$673K 0.11% 198
2020
Q2 		$720K Buy
+31,126
New +$707K 0.11% 189
2020
Q1 		– Sell
-47,787
Closed -$1.47M – 521
2019
Q4 		$1.47M Buy
+47,787
New +$1.4M 0.19% 141

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

J.W. Cole Advisors's XLF Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.2% in Q2 2026, buying an estimated $315K and bringing the position to 151,100 shares worth $8.1M. The position accounts for 0.14% of the portfolio, ranked #152.

J.W. Cole Advisors first reported a position in XLF in Q4 2019 and has held it in 25 quarters since. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • J.W. Cole Advisors held 151,100 shares of State Street Financial Select Sector SPDR ETF worth $8.1M as of Q2 2026.
  • J.W. Cole Advisors bought 6,059 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $315K.
  • State Street Financial Select Sector SPDR ETF made up 0.14% of J.W. Cole Advisors's portfolio in Q2 2026, its #152 holding.
  • J.W. Cole Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.