McKinley Carter Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
McKinley Carter Wealth Services's XLF Position: Q2 2026 in Review
McKinley Carter Wealth Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.4% in Q2 2026, selling an estimated $398K and leaving 166,038 shares worth $8.9M. The position accounts for 0.46% of the portfolio, ranked #56.
McKinley Carter Wealth Services first reported a position in XLF in Q1 2018 and has held it in 19 quarters since. The position peaked at $25.8M in Q1 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- McKinley Carter Wealth Services held 166,038 shares of State Street Financial Select Sector SPDR ETF worth $8.9M as of Q2 2026.
- McKinley Carter Wealth Services sold 7,659 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $398K.
- State Street Financial Select Sector SPDR ETF made up 0.46% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #56 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 19 quarters since.
- McKinley Carter Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $25.8M in Q1 2025.
- 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.