Strategic Family Wealth Counselors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Strategic Family Wealth Counselors’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	$443K	Buy	8,262 +17	+0.2%	+$884	0.1%	112
2026 Q1	$407K	Buy	8,245 +26	+0.3%	+$1.35K	0.11%	107
2025 Q4	$437K	Buy	8,219 +17	+0.2%	+$906	0.1%	130
2025 Q3	$442K	Buy	8,202 +16	+0.2%	+$848	0.11%	103
2025 Q2	$429K	Sell	8,186 -158	-2%	-$7.82K	0.12%	101
2025 Q1	$416K	Buy	8,344 +17	+0.2%	+$853	0.14%	91
2024 Q4	$402K	Sell	8,327 -1,279	-13%	-$61.8K	0.13%	96
2024 Q3	$435K	Buy	9,606 +20	+0.2%	+$873	0.15%	83
2024 Q2	$394K	Buy	9,586 +27	+0.3%	+$1.11K	0.15%	80
2024 Q1	$403K	Buy	9,559 +25	+0.3%	+$987	0.16%	74
2023 Q4	$358K	Buy	9,534 +233	+3%	+$8.07K	0.15%	75
2023 Q3	$309K	Buy	9,301 +30	+0.3%	+$1.03K	0.15%	76
2023 Q2	$313K	Buy	9,271 +300	+3%	+$9.79K	0.14%	75
2023 Q1	$288K	Buy	8,971 +117	+1%	+$4.07K	0.14%	77
2022 Q4	$303K	Buy	8,854 +1,524	+21%	+$51.5K	0.15%	75
2022 Q3	$223K	Buy	7,330 +7	+0.1%	+$231	0.11%	85
2022 Q2	$230K	Buy	7,323 +6	+0.1%	+$207	0.11%	83
2022 Q1	$280K	Buy	7,317 +5	+0.1%	+$195	0.11%	77
2021 Q4	$286K	Buy	7,312 +190	+3%	+$7.47K	0.09%	79
2021 Q3	$267K	Sell	7,122 -242	-3%	-$9.05K	0.09%	73
2021 Q2	$270K	Buy	7,364 +618	+9%	+$22.6K	0.09%	67
2021 Q1	$230K	Buy	+6,746	New	+$217K	0.09%	77
2019 Q3	–	Sell	-9,263	Closed	-$256K	–	67
2019 Q2	$256K	Buy	9,263 +545	+6%	+$14.8K	0.2%	54
2019 Q1	$224K	Buy	8,718 +43	+0.5%	+$1.11K	0.18%	59
2018 Q4	$207K	Buy	+8,675	New	+$225K	0.23%	57

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

Strategic Family Wealth Counselors's XLF Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.21% in Q2 2026, buying an estimated $884 and bringing the position to 8,262 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #112.

Strategic Family Wealth Counselors first reported a position in XLF in Q4 2018 and has held it in 25 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Strategic Family Wealth Counselors held 8,262 shares of State Street Financial Select Sector SPDR ETF worth $443K as of Q2 2026.
Strategic Family Wealth Counselors bought 17 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $884.
State Street Financial Select Sector SPDR ETF made up 0.1% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #112 holding.
Strategic Family Wealth Counselors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.