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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

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

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. 497 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.
  • 497 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.