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

Smith Salley 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	$1.49M	Hold	27,807	–	–	0.06%	136
2026 Q1	$1.37M	Buy	27,807 +152	+0.5%	+$7.92K	0.07%	137
2025 Q4	$1.51M	Hold	27,655	–	–	0.08%	135
2025 Q3	$1.49M	Hold	27,655	–	–	0.08%	130
2025 Q2	$1.45M	Buy	27,655 +1,802	+7%	+$89.2K	0.08%	129
2025 Q1	$1.29M	Sell	25,853 -352	-1%	-$17.7K	0.08%	127
2024 Q4	$1.27M	Buy	26,205 +250	+1%	+$12.1K	0.08%	132
2024 Q3	$1.18M	Hold	25,955	–	–	0.08%	131
2024 Q2	$1.07M	Sell	25,955 -28	-0.1%	-$1.15K	0.08%	131
2024 Q1	$1.09M	Sell	25,983 -335	-1%	-$13.2K	0.08%	122
2023 Q4	$990K	Sell	26,318 -2,250	-8%	-$77.9K	0.06%	142
2023 Q3	$948K	Sell	28,568 -591	-2%	-$20.4K	0.07%	131
2023 Q2	$983K	Sell	29,159 -1,578	-5%	-$51.5K	0.07%	127
2023 Q1	$988K	Sell	30,737 -1,361	-4%	-$47.3K	0.08%	129
2022 Q4	$1.1M	Sell	32,098 -754	-2%	-$25.5K	0.09%	125
2022 Q3	$997K	Sell	32,852 -172	-0.5%	-$5.68K	0.09%	124
2022 Q2	$1.04M	Sell	33,024 -645	-2%	-$22.3K	0.09%	129
2022 Q1	$1.29M	Sell	33,669 -525	-2%	-$20.5K	0.1%	128
2021 Q4	$1.33M	Sell	34,194 -227	-0.7%	-$8.92K	0.09%	131
2021 Q3	$1.29M	Sell	34,421 -514	-1%	-$19.2K	0.1%	127
2021 Q2	$1.28M	Hold	34,935	–	–	0.1%	128
2021 Q1	$1.19M	Sell	34,935 -1,087	-3%	-$34.9K	0.11%	117
2020 Q4	$1.06M	Buy	36,022 +3,107	+9%	+$83.1K	0.11%	112
2020 Q3	$792K	Hold	32,915	–	–	0.1%	109
2020 Q2	$762K	Sell	32,915 -3,718	-10%	-$84.4K	0.1%	106
2020 Q1	$763K	Sell	36,633 -760	-2%	-$20.9K	0.13%	104
2019 Q4	$1.15M	Sell	37,393 -165	-0.4%	-$4.84K	0.15%	98
2019 Q3	$1.05M	Hold	37,558	–	–	0.15%	95
2019 Q2	$1.04M	Buy	37,558 +358	+1%	+$9.7K	0.16%	93
2019 Q1	$956K	Sell	37,200 -859	-2%	-$22.2K	0.15%	98
2018 Q4	$907K	Buy	38,059 +156	+0.4%	+$4.05K	0.17%	94
2018 Q3	$1.04M	Sell	37,903 -275	-0.7%	-$7.7K	0.16%	96
2018 Q2	$1.01M	Sell	38,178 -8,001	-17%	-$221K	0.17%	92
2018 Q1	$1.27M	Sell	46,179 -1,553	-3%	-$44.7K	0.23%	83
2017 Q4	$1.33M	Sell	47,732 -30,729	-39%	-$827K	0.24%	88
2017 Q3	$2.03M	Sell	78,461 -5,107	-6%	-$127K	0.39%	81
2017 Q2	$2.06M	Buy	83,568 +460	+0.6%	+$10.9K	0.41%	80
2017 Q1	$1.97M	Sell	83,108 -2,369	-3%	-$56.7K	0.4%	82
2016 Q4	$1.99M	Buy	85,477 +16,563	+24%	+$355K	0.41%	78
2016 Q3	$1.33M	Sell	68,914 -11,873	-15%	-$245K	0.29%	84
2016 Q2	$1.62M	Buy	80,787 +1,957	+2%	+$39.6K	0.38%	80
2016 Q1	$1.56M	Sell	78,830 -1,643	-2%	-$31.3K	0.39%	76
2015 Q4	$1.68M	Sell	80,473 -6,258	-7%	-$132K	0.42%	73
2015 Q3	$1.73M	Sell	86,731 -6,988	-7%	-$148K	0.47%	71
2015 Q2	$2.01M	Sell	93,719 -1,599	-2%	-$34.5K	0.51%	62
2015 Q1	$2.02M	Sell	95,318 -1,409	-1%	-$29.8K	0.51%	65
2014 Q4	$2.1M	Sell	96,727 -8,261	-8%	-$173K	0.55%	57
2014 Q3	$2.13M	Buy	104,988 +203	+0.2%	+$4.1K	0.57%	56
2014 Q2	$2.09M	Sell	104,785 -1,100	-1%	-$21.4K	0.56%	66
2014 Q1	$2.08M	Buy	105,885 +2,333	+2%	+$44.5K	1.3%	35
2013 Q4	$1.99M	Sell	103,552 -3,134	-3%	-$57.6K	1.3%	38
2013 Q3	$1.86M	Buy	106,686 +2,329	+2%	+$41.3K	1.5%	33
2013 Q2	$1.78M	Buy	+104,357	New	+$1.75M	1.43%	29

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Smith Salley Wealth Management's XLF Position: Q2 2026 in Review

Smith Salley Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 27,807 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #136.

Smith Salley Wealth Management first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.13M in Q3 2014. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Smith Salley Wealth Management held 27,807 shares of State Street Financial Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Smith Salley Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.06% of Smith Salley Wealth Management's portfolio in Q2 2026, its #136 holding.
Smith Salley Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Smith Salley Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.13M in Q3 2014.
630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.