RMR Wealth Builders’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

RMR Wealth Builders’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	$789K	Sell	14,717 -1,748	-11%	-$90.8K	0.05%	150
2026 Q1	$813K	Sell	16,465 -1,110	-6%	-$57.8K	0.06%	130
2025 Q4	$963K	Sell	17,575 -7,973	-31%	-$425K	0.08%	122
2025 Q3	$1.38M	Buy	25,548 +24	+0.1%	+$1.27K	0.12%	94
2025 Q2	$1.34M	Sell	25,524 -213	-0.8%	-$10.5K	0.12%	98
2025 Q1	$1.28M	Buy	25,737 +2,876	+13%	+$144K	0.13%	95
2024 Q4	$1.1M	Sell	22,861 -227	-1%	-$11K	0.11%	102
2024 Q3	$1.05M	Sell	23,088 -1,343	-5%	-$58.6K	0.11%	103
2024 Q2	$1M	Buy	24,431 +11,214	+85%	+$462K	0.12%	100
2024 Q1	$557K	Sell	13,217 -1,704	-11%	-$67.3K	0.07%	143
2023 Q4	$561K	Sell	14,921 -19,086	-56%	-$661K	0.08%	131
2023 Q3	$1.13M	Sell	34,007 -541	-2%	-$18.6K	0.18%	66
2023 Q2	$1.16M	Sell	34,548 -8,535	-20%	-$279K	0.2%	59
2023 Q1	$1.39M	Sell	43,083 -8,023	-16%	-$279K	0.26%	47
2022 Q4	$1.75M	Sell	51,106 -1,862	-4%	-$63K	0.4%	34
2022 Q3	$1.61M	Sell	52,968 -2,097	-4%	-$69.3K	0.39%	34
2022 Q2	$1.73M	Buy	55,065 +2,279	+4%	+$78.8K	0.43%	37
2022 Q1	$2.02M	Buy	52,786 +4,178	+9%	+$163K	0.43%	37
2021 Q4	$1.9M	Buy	48,608 +5,628	+13%	+$221K	0.55%	29
2021 Q3	$1.61M	Buy	42,980 +8,962	+26%	+$335K	0.47%	34
2021 Q2	$1.25M	Sell	34,018 -123	-0.4%	-$4.5K	0.41%	41
2021 Q1	$1.16M	Buy	34,141 +16,107	+89%	+$517K	0.3%	47
2020 Q4	$532K	Buy	18,034 +383	+2%	+$10.2K	0.26%	72
2020 Q3	$425K	Buy	17,651 +16,895	+2,235%	+$411K	0.11%	129
2020 Q2	$17K	Buy	+756	New	+$17.2K	0.02%	318
2019 Q4	$30K	Buy	+967	New	+$28.4K	0.03%	278

Other funds holding XLF

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RMR Wealth Builders's XLF Position: Q2 2026 in Review

RMR Wealth Builders reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, selling an estimated $90.8K and leaving 14,717 shares worth $789K. The position accounts for 0.05% of the portfolio, ranked #150.

RMR Wealth Builders first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.02M in Q1 2022. 658 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

RMR Wealth Builders held 14,717 shares of State Street Financial Select Sector SPDR ETF worth $789K as of Q2 2026.
RMR Wealth Builders sold 1,748 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $90.8K.
State Street Financial Select Sector SPDR ETF made up 0.05% of RMR Wealth Builders's portfolio in Q2 2026, its #150 holding.
RMR Wealth Builders first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
RMR Wealth Builders's State Street Financial Select Sector SPDR ETF position peaked at $2.02M in Q1 2022.
658 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.