Sax Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sax Wealth 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	$1.65M	Buy	33,384 +13,454	+68%	+$699K	0.07%	170
2026 Q1	$1.09M	Sell	19,930 -509	-2%	-$26.5K	0.05%	184
2025 Q4	$1.12M	Buy	20,439 +1,154	+6%	+$61.5K	0.05%	186
2025 Q3	$1.04M	Sell	19,285 -703	-4%	-$37.2K	0.06%	183
2025 Q2	$1.05M	Buy	19,988 +1,555	+8%	+$77K	0.06%	171
2025 Q1	$918K	Buy	18,433 +27	+0.1%	+$1.35K	0.07%	151
2024 Q4	$890K	Sell	18,406 -3,337	-15%	-$161K	0.07%	130
2024 Q3	$985K	Buy	21,743 +818	+4%	+$35.7K	0.09%	91
2024 Q2	$860K	Buy	20,925 +527	+3%	+$21.7K	0.08%	99
2024 Q1	$859K	Buy	20,398 +84	+0.4%	+$3.32K	0.1%	79
2023 Q4	$764K	Sell	20,314 -635	-3%	-$22K	0.12%	85
2023 Q3	$695K	Buy	20,949 +315	+2%	+$10.9K	0.14%	85
2023 Q2	$696K	Sell	20,634 -500	-2%	-$16.3K	0.14%	84
2023 Q1	$679K	Buy	21,134 +6,830	+48%	+$237K	0.15%	84
2022 Q4	$489K	Sell	14,304 -3,193	-18%	-$108K	0.11%	106
2022 Q3	$531K	Hold	17,497	–	–	0.14%	90
2022 Q2	$550K	Sell	17,497 -1,000	-5%	-$34.6K	0.14%	95
2022 Q1	$709K	Sell	18,497 -11,870	-39%	-$464K	0.17%	77
2021 Q4	$1.19M	Hold	30,367	–	–	0.25%	59
2021 Q3	$1.14M	Buy	30,367 +1,100	+4%	+$41.2K	0.27%	57
2021 Q2	$1.07M	Buy	29,267 +1,000	+4%	+$36.6K	0.37%	51
2021 Q1	$962K	Buy	+28,267	New	+$908K	0.35%	56

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 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

Sax Wealth Advisors's XLF Position: Q2 2026 in Review

Sax Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 68% in Q2 2026, buying an estimated $699K and bringing the position to 33,384 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #170.

Sax Wealth Advisors first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sax Wealth Advisors held 33,384 shares of State Street Financial Select Sector SPDR ETF worth $1.65M as of Q2 2026.
Sax Wealth Advisors bought 13,454 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $699K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Sax Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.