Marion Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Marion Wealth 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	$282K	Hold	5,252	–	–	0.06%	129
2026 Q1	$259K	Hold	5,252	–	–	0.06%	123
2025 Q4	$279K	Hold	5,252	–	–	0.06%	118
2025 Q3	$283K	Sell	5,252 -10	-0.2%	-$530	0.07%	113
2025 Q2	$276K	Sell	5,262 -26	-0.5%	-$1.29K	0.07%	114
2025 Q1	$263K	Sell	5,288 -485	-8%	-$24.3K	0.07%	110
2024 Q4	$279K	Buy	5,773 +26	+0.5%	+$1.26K	0.07%	113
2024 Q3	$260K	Sell	5,747 -14	-0.2%	-$611	0.07%	114
2024 Q2	$237K	Hold	5,761	–	–	0.07%	114
2024 Q1	$243K	Sell	5,761 -312	-5%	-$12.3K	0.07%	115
2023 Q4	$228K	Sell	6,073 -38,941	-87%	-$1.35M	0.07%	109
2023 Q3	$1.49M	Buy	45,014 +842	+2%	+$29K	0.53%	45
2023 Q2	$1.49M	Buy	44,172 +767	+2%	+$25K	0.53%	43
2023 Q1	$1.4M	Buy	43,405 +2,272	+6%	+$79K	0.52%	41
2022 Q4	$1.41M	Buy	41,133 +5,689	+16%	+$192K	0.59%	40
2022 Q3	$1.08M	Buy	35,444 +2,461	+7%	+$81.3K	0.55%	40
2022 Q2	$1.04M	Sell	32,983 -5,589	-14%	-$193K	0.54%	45
2022 Q1	$1.48M	Sell	38,572 -295	-0.8%	-$11.5K	0.72%	30
2021 Q4	$1.52M	Buy	+38,867	New	+$1.53M	0.72%	30

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

Marion Wealth Management's XLF Position: Q2 2026 in Review

Marion Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,252 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #129.

Marion Wealth Management first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Marion Wealth Management held 5,252 shares of State Street Financial Select Sector SPDR ETF worth $282K as of Q2 2026.
Marion Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.06% of Marion Wealth Management's portfolio in Q2 2026, its #129 holding.
Marion Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Marion Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.52M in Q4 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.