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

Members Wealth’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 		$258K Hold
4,807
– – 0.14% 101
2026
Q1 		$251K Buy
4,807
+874
+22% +$45.5K 0.15% 94
2025
Q4 		$210K Buy
+3,933
New +$210K 0.13% 97

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Members Wealth's XLF Position: Q2 2026 in Review

Members Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,807 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #101.

Members Wealth first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Members Wealth held 4,807 shares of State Street Financial Select Sector SPDR ETF worth $258K as of Q2 2026.
  • Members Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.14% of Members Wealth's portfolio in Q2 2026, its #101 holding.
  • Members Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.