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

National Wealth Management Group’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	$239K	Sell	4,452 -293	-6%	-$15.2K	0.07%	202
2026 Q1	$234K	Sell	4,745 -162	-3%	-$8.44K	0.09%	195
2025 Q4	$269K	Sell	4,907 -2,062	-30%	-$110K	0.09%	196
2025 Q3	$375K	Buy	6,969 +2,633	+61%	+$140K	0.14%	161
2025 Q2	$227K	Buy	+4,336	New	+$215K	0.13%	143
2023 Q2	–	Sell	-8,321	Closed	-$265K	–	173
2023 Q1	$265K	Buy	+8,321	New	+$289K	0.3%	107
2022 Q2	–	Sell	-20,123	Closed	-$771K	–	140
2022 Q1	$771K	Sell	20,123 -2,306	-10%	-$90.1K	0.74%	40
2021 Q4	$876K	Buy	+22,429	New	+$882K	0.82%	36

Other funds holding XLF

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

National Wealth Management Group's XLF Position: Q2 2026 in Review

National Wealth Management Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q2 2026, selling an estimated $15.2K and leaving 4,452 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #202.

National Wealth Management Group first reported a position in XLF in Q4 2021 and has held it in 8 quarters since. The position peaked at $876K in Q4 2021. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

National Wealth Management Group held 4,452 shares of State Street Financial Select Sector SPDR ETF worth $239K as of Q2 2026.
National Wealth Management Group sold 293 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.2K.
State Street Financial Select Sector SPDR ETF made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #202 holding.
National Wealth Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
National Wealth Management Group's State Street Financial Select Sector SPDR ETF position peaked at $876K in Q4 2021.
552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.