McKinley Carter Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

McKinley Carter Wealth Services’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 Q1	$8.58M	Sell	173,697 -168,762	-49%	-$8.79M	0.49%	53
2025 Q4	$18.8M	Sell	342,459 -71,968	-17%	-$3.83M	1.05%	25
2025 Q3	$22.3M	Sell	414,427 -7,433	-2%	-$394K	1.17%	23
2025 Q2	$22.1M	Sell	421,860 -96,090	-19%	-$4.76M	1.23%	23
2025 Q1	$25.8M	Buy	517,950 +34,007	+7%	+$1.71M	1.59%	14
2024 Q4	$23.4M	Buy	483,943 +72,487	+18%	+$3.5M	1.43%	14
2024 Q3	$18.6M	Buy	411,456 +187	+0%	+$8.16K	1.13%	20
2024 Q2	$16.9M	Buy	411,269 +9,962	+2%	+$410K	1.08%	21
2024 Q1	$16.9M	Buy	401,307 +9,699	+2%	+$383K	1.13%	18
2023 Q4	$14.7M	Buy	391,608 +16,642	+4%	+$576K	1.08%	18
2023 Q3	$12.4M	Buy	374,966 +4,549	+1%	+$157K	0.99%	20
2023 Q2	$12.5M	Buy	370,417 +347,306	+1,503%	+$11.3M	0.94%	19
2023 Q1	$743K	Buy	23,111 +10,733	+87%	+$373K	0.06%	175
2022 Q4	$423K	Buy	+12,378	New	+$419K	0.04%	217
2022 Q2	–	Sell	-6,141	Closed	-$235K	–	308
2022 Q1	$235K	Buy	6,141 +1	+0%	+$39	0.02%	265
2021 Q4	$240K	Buy	6,140 +3	+0%	+$118	0.02%	269
2021 Q3	$230K	Buy	+6,137	New	+$230K	0.02%	269
2018 Q2	–	Sell	-545	Closed	-$15K	–	398
2018 Q1	$15K	Buy	+545	New	+$15.7K	﹤0.01%	353

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McKinley Carter Wealth Services's XLF Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 49% in Q1 2026, selling an estimated $8.79M and leaving 173,697 shares worth $8.58M. The position accounts for 0.49% of the portfolio, ranked #53.

McKinley Carter Wealth Services first reported a position in XLF in Q1 2018 and has held it in 18 quarters since. The position peaked at $25.8M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

McKinley Carter Wealth Services held 173,697 shares of State Street Financial Select Sector SPDR ETF worth $8.58M as of Q1 2026.
McKinley Carter Wealth Services sold 168,762 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $8.79M.
State Street Financial Select Sector SPDR ETF made up 0.49% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #53 holding.
McKinley Carter Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 18 quarters since.
McKinley Carter Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $25.8M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.