LWANC
XLF icon

Laurel Wealth Advisors (North Carolina)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$5.85M Sell
109,209
-434
-0.4% -$22.6K 0.57% 36
2026
Q1 		$5.62M Buy
109,643
+651
+0.6% +$33.9K 0.56% 37
2025
Q4 		$5.97M Sell
108,992
-2,481
-2% -$132K 0.79% 35
2025
Q3 		$6.01M Buy
111,473
+3,866
+4% +$205K 0.84% 31
2025
Q2 		$5.64M Buy
107,607
+8,985
+9% +$445K 0.84% 34
2025
Q1 		$4.91M Buy
98,622
+635
+0.6% +$31.9K 0.77% 36
2024
Q4 		$4.74M Buy
97,987
+261
+0.3% +$12.6K 0.74% 35
2024
Q3 		$4.43M Sell
97,726
-1,354
-1% -$59.1K 0.71% 36
2024
Q2 		$4.07M Sell
99,080
-2,216
-2% -$91.2K 0.71% 37
2024
Q1 		$4.27M Buy
101,296
+1,276
+1% +$50.4K 0.73% 36
2023
Q4 		$3.76M Sell
100,020
-452
-0.4% -$15.6K 0.71% 37
2023
Q3 		$3.33M Sell
100,472
-9,600
-9% -$331K 0.7% 39
2023
Q2 		$3.71M Sell
110,072
-301
-0.3% -$9.82K 0.74% 40
2023
Q1 		$3.55M Buy
110,373
+9,276
+9% +$322K 0.75% 41
2022
Q4 		$3.46M Buy
101,097
+8,950
+10% +$303K 0.78% 39
2022
Q3 		$2.8M Buy
92,147
+2,941
+3% +$97.2K 0.7% 41
2022
Q2 		$2.81M Buy
89,206
+9,491
+12% +$328K 0.68% 45
2022
Q1 		$3.06M Sell
79,715
-3,004
-4% -$117K 0.64% 48
2021
Q4 		$3.23M Buy
82,719
+2,301
+3% +$90.4K 0.66% 48
2021
Q3 		$3.02M Buy
80,418
+665
+0.8% +$24.9K 0.67% 49
2021
Q2 		$2.93M Buy
79,753
+1,608
+2% +$58.8K 0.63% 49
2021
Q1 		$2.66M Sell
78,145
-1,225
-2% -$39.3K 0.64% 50
2020
Q4 		$2.34M Sell
79,370
-21,479
-21% -$575K 0.61% 48
2020
Q3 		$2.43M Sell
100,849
-17,063
-14% -$415K 0.72% 43
2020
Q2 		$2.73M Sell
117,912
-9,157
-7% -$208K 0.9% 35
2020
Q1 		$2.65M Sell
127,069
-6,948
-5% -$191K 0.99% 32
2019
Q4 		$4.13M Sell
134,017
-1,224
-0.9% -$35.9K 1.3% 20
2019
Q3 		$3.79M Sell
135,241
-698
-0.5% -$19.3K 1.29% 20
2019
Q2 		$3.75M Buy
135,939
+1,845
+1% +$50K 1.32% 20
2019
Q1 		$3.45M Buy
134,094
+3,200
+2% +$82.6K 1.26% 20
2018
Q4 		$3.12M Buy
+130,894
New +$3.4M 1.25% 21

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XLF Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.4% in Q2 2026, selling an estimated $22.6K and leaving 109,209 shares worth $5.85M. The position accounts for 0.57% of the portfolio, ranked #36.

Laurel Wealth Advisors (North Carolina) first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.01M in Q3 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 109,209 shares of State Street Financial Select Sector SPDR ETF worth $5.85M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 434 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.6K.
  • State Street Financial Select Sector SPDR ETF made up 0.57% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #36 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s State Street Financial Select Sector SPDR ETF position peaked at $6.01M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.