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

Talisman 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	$499K	Buy	9,315 +2,139	+30%	+$111K	0.37%	57
2026 Q1	$354K	Sell	7,176 -2,742	-28%	-$143K	0.29%	67
2025 Q4	$544K	Sell	9,918 -1,277	-11%	-$68K	0.42%	54
2025 Q3	$603K	Sell	11,195 -172	-2%	-$9.11K	0.5%	49
2025 Q2	$595K	Sell	11,367 -1,123	-9%	-$55.6K	0.54%	47
2025 Q1	$622K	Sell	12,490 -450	-3%	-$22.6K	0.64%	45
2024 Q4	$625K	Buy	12,940 +141	+1%	+$6.82K	0.66%	44
2024 Q3	$578K	Buy	12,799 +569	+5%	+$24.8K	0.61%	45
2024 Q2	$503K	Buy	12,230 +260	+2%	+$10.7K	0.58%	45
2024 Q1	$504K	Buy	11,970 +833	+7%	+$32.9K	0.63%	45
2023 Q4	$419K	Sell	11,137 -354	-3%	-$12.3K	0.62%	48
2023 Q3	$381K	Buy	11,491 +12	+0.1%	+$413	0.66%	46
2023 Q2	$387K	Sell	11,479 -602	-5%	-$19.6K	0.66%	48
2023 Q1	$388K	Buy	12,081 +10	+0.1%	+$348	0.7%	42
2022 Q4	$413K	Buy	+12,071	New	+$408K	0.88%	36

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

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

Talisman Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 30% in Q2 2026, buying an estimated $111K and bringing the position to 9,315 shares worth $499K. The position accounts for 0.37% of the portfolio, ranked #57.

Talisman Wealth Advisors first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $625K in Q4 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Talisman Wealth Advisors held 9,315 shares of State Street Financial Select Sector SPDR ETF worth $499K as of Q2 2026.
Talisman Wealth Advisors bought 2,139 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
State Street Financial Select Sector SPDR ETF made up 0.37% of Talisman Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Talisman Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Talisman Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $625K in Q4 2024.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.