SilverOak Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SilverOak Wealth Management’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	$309K	Buy	5,766 +39	+0.7%	+$2.03K	0.04%	105
2026 Q1	$283K	Hold	5,727	–	–	0.04%	101
2025 Q4	$314K	Hold	5,727	–	–	0.05%	93
2025 Q3	$309K	Hold	5,727	–	–	0.05%	91
2025 Q2	$300K	Hold	5,727	–	–	0.06%	92
2025 Q1	$285K	Hold	5,727	–	–	0.06%	75
2024 Q4	$277K	Hold	5,727	–	–	0.06%	79
2024 Q3	$260K	Buy	5,727 +67	+1%	+$2.92K	0.06%	83
2024 Q2	$233K	Hold	5,660	–	–	0.06%	83
2024 Q1	$238K	Hold	5,660	–	–	0.06%	86
2023 Q4	$213K	Buy	+5,660	New	+$196K	0.06%	82

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

SilverOak Wealth Management's XLF Position: Q2 2026 in Review

SilverOak Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.68% in Q2 2026, buying an estimated $2.03K and bringing the position to 5,766 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #105.

SilverOak Wealth Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $314K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SilverOak Wealth Management held 5,766 shares of State Street Financial Select Sector SPDR ETF worth $309K as of Q2 2026.
SilverOak Wealth Management bought 39 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.03K.
State Street Financial Select Sector SPDR ETF made up 0.04% of SilverOak Wealth Management's portfolio in Q2 2026, its #105 holding.
SilverOak Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $314K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.