NWF Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

NWF Advisory Services’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 Q1	$1.51M	Sell	30,538 -2,521	-8%	-$131K	0.17%	102
2025 Q4	$1.81M	Buy	33,059 +965	+3%	+$51.4K	0.2%	88
2025 Q3	$1.73M	Buy	32,094 +1,903	+6%	+$101K	0.19%	94
2025 Q2	$1.58M	Buy	30,191 +5,301	+21%	+$262K	0.19%	93
2025 Q1	$1.24M	Sell	24,890 -1,585	-6%	-$79.5K	0.17%	97
2024 Q4	$1.28M	Sell	26,475 -40,742	-61%	-$1.97M	0.19%	76
2024 Q3	$3.05M	Buy	67,217 +38,673	+135%	+$1.69M	0.44%	49
2024 Q2	$1.17M	Buy	28,544 +301	+1%	+$12.4K	0.19%	91
2024 Q1	$1.19M	Sell	28,243 -2,017	-7%	-$79.6K	0.2%	91
2023 Q4	$1.14M	Sell	30,260 -954	-3%	-$33K	0.23%	84
2023 Q3	$1.04M	Sell	31,214 -4,185	-12%	-$144K	0.24%	80
2023 Q2	$1.19M	Hold	35,399	–	–	0.28%	72
2023 Q1	$1.19M	Buy	+35,399	New	+$1.23M	0.28%	72

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWF Advisory Services's XLF Position: Q1 2026 in Review

NWF Advisory Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.6% in Q1 2026, selling an estimated $131K and leaving 30,538 shares worth $1.51M. The position accounts for 0.17% of the portfolio, ranked #102.

NWF Advisory Services first reported a position in XLF in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.05M in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

NWF Advisory Services held 30,538 shares of State Street Financial Select Sector SPDR ETF worth $1.51M as of Q1 2026.
NWF Advisory Services sold 2,521 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $131K.
State Street Financial Select Sector SPDR ETF made up 0.17% of NWF Advisory Services's portfolio in Q1 2026, its #102 holding.
NWF Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $3.05M in Q3 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.