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

Meridian Wealth Management’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	$2.64M	Sell	49,170 -3,295	-6%	-$171K	0.08%	214
2026 Q1	$2.6M	Buy	52,465 +7,932	+18%	+$413K	0.09%	191
2025 Q4	$2.44M	Buy	44,533 +1,009	+2%	+$53.8K	0.09%	201
2025 Q3	$2.3M	Buy	43,524 +3,500	+9%	+$185K	0.09%	195
2025 Q2	$2.09M	Buy	40,024 +79	+0.2%	+$3.91K	0.09%	198
2025 Q1	$1.98M	Buy	39,945 +296	+0.7%	+$14.8K	0.1%	186
2024 Q4	$1.91M	Sell	39,649 -1,188	-3%	-$57.4K	0.09%	187
2024 Q3	$1.84M	Buy	40,837 +809	+2%	+$35.3K	0.09%	189
2024 Q2	$1.64M	Buy	+40,028	New	+$1.65M	0.2%	89
2024 Q1	–	Sell	-87,327	Closed	-$3.28M	–	584
2023 Q4	$3.28M	Sell	87,327 -4,828	-5%	-$167K	0.21%	110
2023 Q3	$3.06M	Sell	92,155 -11,745	-11%	-$405K	0.19%	105
2023 Q2	$3.5M	Sell	103,900 -113,701	-52%	-$3.71M	0.3%	70
2023 Q1	$7M	Buy	217,601 +31,453	+17%	+$1.09M	0.61%	26
2022 Q4	$6.37M	Buy	186,148 +16,657	+10%	+$563K	0.62%	24
2022 Q3	$5.15M	Sell	169,491 -4,221	-2%	-$140K	0.55%	30
2022 Q2	$5.46M	Buy	173,712 +53,659	+45%	+$1.85M	0.45%	47
2022 Q1	$4.6M	Sell	120,053 -5,929	-5%	-$232K	0.5%	31
2021 Q4	$4.92M	Buy	125,982 +29,476	+31%	+$1.16M	0.53%	34
2021 Q3	$3.62M	Buy	96,506 +2,587	+3%	+$96.8K	0.45%	41
2021 Q2	$3.45M	Buy	93,919 +10,543	+13%	+$386K	0.44%	48
2021 Q1	$2.84M	Buy	83,376 +26,602	+47%	+$854K	0.41%	53
2020 Q4	$1.67M	Buy	+56,774	New	+$1.52M	0.27%	80
2019 Q3	–	Sell	-977	Closed	-$270	–	512
2019 Q2	$270	Buy	+977	New	+$26.5K	0.01%	481

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

Meridian Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.3% in Q2 2026, selling an estimated $171K and leaving 49,170 shares worth $2.64M. The position accounts for 0.08% of the portfolio, ranked #214.

Meridian Wealth Management first reported a position in XLF in Q2 2019 and has held it in 23 quarters since. The position peaked at $7M in Q1 2023. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Meridian Wealth Management held 49,170 shares of State Street Financial Select Sector SPDR ETF worth $2.64M as of Q2 2026.
Meridian Wealth Management sold 3,295 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $171K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Meridian Wealth Management's portfolio in Q2 2026, its #214 holding.
Meridian Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 23 quarters since.
Meridian Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $7M in Q1 2023.
1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.