One Wealth Management Investment & Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

One Wealth Management Investment & 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 Q2	$450K	Sell	8,397 -22	-0.3%	-$1.14K	0.47%	29
2026 Q1	$416K	Hold	8,419	–	–	0.5%	33
2025 Q4	$461K	Hold	8,419	–	–	0.5%	33
2025 Q3	$454K	Hold	8,419	–	–	0.53%	30
2025 Q2	$441K	Hold	8,419	–	–	0.57%	29
2025 Q1	$419K	Hold	8,419	–	–	0.69%	27
2024 Q4	$407K	Hold	8,419	–	–	0.65%	27
2024 Q3	$382K	Buy	8,419 +224	+3%	+$9.77K	0.67%	28
2024 Q2	$337K	Buy	8,195 +256	+3%	+$10.5K	0.13%	83
2024 Q1	$334K	Buy	7,939 +772	+11%	+$30.5K	0.14%	88
2023 Q4	$269K	Buy	+7,167	New	+$248K	0.12%	97

Other funds holding XLF

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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

One Wealth Management Investment & Advisory Services's XLF Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.26% in Q2 2026, selling an estimated $1.14K and leaving 8,397 shares worth $450K. The position accounts for 0.47% of the portfolio, ranked #29.

One Wealth Management Investment & Advisory Services first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $461K in Q4 2025. 771 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

One Wealth Management Investment & Advisory Services held 8,397 shares of State Street Financial Select Sector SPDR ETF worth $450K as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 22 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.14K.
State Street Financial Select Sector SPDR ETF made up 0.47% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #29 holding.
One Wealth Management Investment & Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
One Wealth Management Investment & Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $461K in Q4 2025.
771 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.