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

Spire 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	$24.8M	Sell	461,922 -20,164	-4%	-$1.05M	0.75%	26
2026 Q1	$23.8M	Sell	482,086 -60,028	-11%	-$3.13M	0.81%	24
2025 Q4	$29.7M	Sell	542,114 -21,434	-4%	-$1.14M	0.99%	13
2025 Q3	$30.4M	Sell	563,548 -105,188	-16%	-$5.57M	1.03%	12
2025 Q2	$34.9M	Sell	668,736 -152,985	-19%	-$7.57M	1.26%	11
2025 Q1	$40.9M	Buy	821,721 +63,594	+8%	+$3.19M	1.31%	9
2024 Q4	$36.6M	Buy	758,127 +32,932	+5%	+$1.59M	1.14%	12
2024 Q3	$32.9M	Sell	725,195 -35,867	-5%	-$1.57M	1.11%	13
2024 Q2	$31.2M	Sell	761,062 -94,845	-11%	-$3.9M	1.1%	12
2024 Q1	$81.7M	Buy	855,907 +4,695	+0.6%	+$185K	1.48%	18
2023 Q4	$32.3M	Buy	851,212 +259,270	+44%	+$8.98M	1.07%	12
2023 Q3	$19.6M	Buy	591,942 +112,607	+23%	+$3.88M	0.75%	24
2023 Q2	$16.2M	Buy	479,335 +58,782	+14%	+$1.92M	0.6%	31
2023 Q1	$13.5M	Buy	420,553 +76,654	+22%	+$2.66M	0.53%	37
2022 Q4	$11.8M	Sell	343,899 -34,430	-9%	-$1.16M	0.66%	30
2022 Q3	$11.5M	Sell	378,329 -78,974	-17%	-$2.61M	0.7%	27
2022 Q2	$14.4M	Sell	457,303 -155,557	-25%	-$5.38M	0.59%	35
2022 Q1	$23.1M	Sell	612,860 -121,697	-17%	-$4.76M	0.62%	33
2021 Q4	$28.8M	Buy	734,557 +44,628	+6%	+$1.75M	0.64%	28
2021 Q3	$25.9M	Sell	689,929 -121,414	-15%	-$4.54M	0.69%	30
2021 Q2	$29.8M	Buy	811,343 +232,293	+40%	+$8.5M	0.81%	20
2021 Q1	$19.6M	Buy	+579,050	New	+$18.6M	0.52%	37

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 22.96% 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

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

Spire Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.2% in Q2 2026, selling an estimated $1.05M and leaving 461,922 shares worth $24.8M. The position accounts for 0.75% of the portfolio, ranked #26.

Spire Wealth Management first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. The position peaked at $81.7M in Q1 2024. 1,888 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Spire Wealth Management held 461,922 shares of State Street Financial Select Sector SPDR ETF worth $24.8M as of Q2 2026.
Spire Wealth Management sold 20,164 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.05M.
State Street Financial Select Sector SPDR ETF made up 0.75% of Spire Wealth Management's portfolio in Q2 2026, its #26 holding.
Spire Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $81.7M in Q1 2024.
1,888 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.