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

Meridian 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	$749K	Buy	13,971 +1,389	+11%	+$72.2K	0.09%	120
2026 Q1	$621K	Hold	12,582	–	–	0.08%	124
2025 Q4	$689K	Hold	12,582	–	–	0.1%	112
2025 Q3	$678K	Hold	12,582	–	–	0.1%	108
2025 Q2	$659K	Hold	12,582	–	–	0.1%	101
2025 Q1	$627K	Hold	12,582	–	–	0.11%	99
2024 Q4	$608K	Hold	12,582	–	–	0.1%	105
2024 Q3	$570K	Sell	12,582 -1,915	-13%	-$83.6K	0.1%	102
2024 Q2	$596K	Buy	14,497 +112	+0.8%	+$4.61K	0.11%	102
2024 Q1	$606K	Hold	14,385	–	–	0.11%	101
2023 Q4	$541K	Sell	14,385 -1,363	-9%	-$47.2K	0.12%	105
2023 Q3	$522K	Buy	15,748 +19	+0.1%	+$655	0.13%	103
2023 Q2	$530K	Sell	15,729 -1,419	-8%	-$46.3K	0.13%	105
2023 Q1	$551K	Buy	17,148 +1,206	+8%	+$41.9K	0.14%	104
2022 Q4	$545K	Sell	15,942 -1,271	-7%	-$43K	0.14%	108
2022 Q3	$523K	Buy	17,213 +6	+0%	+$198	0.15%	106
2022 Q2	$541K	Sell	17,207 -243	-1%	-$8.4K	0.14%	114
2022 Q1	$669K	Buy	17,450 +1,285	+8%	+$50.2K	0.16%	110
2021 Q4	$631K	Buy	16,165 +156	+1%	+$6.13K	0.15%	109
2021 Q3	$601K	Buy	16,009 +231	+1%	+$8.64K	0.17%	107
2021 Q2	$579K	Buy	15,778 +2,020	+15%	+$73.9K	0.16%	111
2021 Q1	$468K	Buy	13,758 +6	+0%	+$193	0.16%	115
2020 Q4	$405K	Sell	13,752 -363	-3%	-$9.71K	0.15%	116
2020 Q3	$340K	Buy	14,115 +2,707	+24%	+$65.8K	0.15%	119
2020 Q2	$264K	Sell	11,408 -5,926	-34%	-$135K	0.12%	132
2020 Q1	$361K	Buy	17,334 +3,729	+27%	+$103K	0.2%	92
2019 Q4	$419K	Hold	13,605	–	–	0.17%	103
2019 Q3	$381K	Buy	13,605 +1,250	+10%	+$34.5K	0.16%	106
2019 Q2	$341K	Hold	12,355	–	–	0.24%	90
2019 Q1	$318K	Sell	12,355 -500	-4%	-$12.9K	0.23%	88
2018 Q4	$306K	Buy	+12,855	New	+$334K	0.23%	87

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

Meridian Wealth Advisors's XLF Position: Q2 2026 in Review

Meridian Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, buying an estimated $72.2K and bringing the position to 13,971 shares worth $749K. The position accounts for 0.09% of the portfolio, ranked #120.

Meridian Wealth Advisors first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Meridian Wealth Advisors held 13,971 shares of State Street Financial Select Sector SPDR ETF worth $749K as of Q2 2026.
Meridian Wealth Advisors bought 1,389 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $72.2K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Meridian Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Meridian Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.