Pension & Wealth Management Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pension & Wealth Management 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	$113K	Buy	2,102 +42	+2%	+$2.18K	0.03%	238
2026 Q1	$102K	Buy	2,060 +97	+5%	+$5.05K	0.03%	234
2025 Q4	$108K	Hold	1,963	–	–	0.03%	228
2025 Q3	$106K	Sell	1,963 -1,034	-35%	-$54.8K	0.03%	205
2025 Q2	$157K	Buy	+2,997	New	+$148K	0.05%	158
2023 Q2	–	Sell	-752	Closed	-$24.2K	–	332
2023 Q1	$24.2K	Buy	+752	New	+$26.1K	0.02%	192

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pension & Wealth Management Advisors's XLF Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,102 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #238.

Pension & Wealth Management Advisors first reported a position in XLF in Q1 2023 and has held it in 6 quarters since. The position peaked at $157K in Q2 2025. 1,818 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Pension & Wealth Management Advisors held 2,102 shares of State Street Financial Select Sector SPDR ETF worth $113K as of Q2 2026.
Pension & Wealth Management Advisors bought 42 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.18K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #238 holding.
Pension & Wealth Management Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 6 quarters since.
Pension & Wealth Management Advisors's State Street Financial Select Sector SPDR ETF position peaked at $157K in Q2 2025.
1,818 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.