Marshall & Sterling Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Marshall & Sterling 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	–	Sell	-75	Closed	-$3.7K	–	354
2026 Q1	$3.7K	Hold	75	–	–	﹤0.01%	271
2025 Q4	$4.11K	Sell	75 -642	-90%	-$34.2K	﹤0.01%	267
2025 Q3	$38.6K	Buy	+717	New	+$38K	0.02%	196

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

Marshall & Sterling Wealth Advisors's XLF Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 75 shares — an estimated $3.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in XLF in Q3 2025 and held it in 3 quarters. The position peaked at $38.6K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Marshall & Sterling Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 75 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.7K.
Marshall & Sterling Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $38.6K in Q3 2025.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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