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Taylor & Morgan Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Taylor & Morgan 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 		$828K Buy
15,451
+9
+0.1% +$468 0.41% 34
2026
Q1 		$762K Sell
15,442
-2,610
-14% -$136K 0.43% 34
2025
Q4 		$989K Sell
18,052
-11
-0.1% -$586 0.55% 27
2025
Q3 		$973K Sell
18,063
-527
-3% -$27.9K 0.6% 26
2025
Q2 		$974K Buy
18,590
+108
+0.6% +$5.34K 0.66% 25
2025
Q1 		$921K Sell
18,482
-505
-3% -$25.3K 0.69% 25
2024
Q4 		$918K Buy
18,987
+1,784
+10% +$86.3K 0.64% 26
2024
Q3 		$780K Buy
17,203
+45
+0.3% +$1.96K 0.52% 26
2024
Q2 		$705K Sell
17,158
-616
-3% -$25.4K 0.5% 28
2024
Q1 		$749K Sell
17,774
-1,422
-7% -$56.1K 0.55% 25
2023
Q4 		$722K Buy
19,196
+608
+3% +$21K 0.57% 26
2023
Q3 		$617K Buy
18,588
+62
+0.3% +$2.14K 0.56% 29
2023
Q2 		$625K Sell
18,526
-213
-1% -$6.95K 0.51% 32
2023
Q1 		$602K Sell
18,739
-103
-0.5% -$3.58K 0.52% 31
2022
Q4 		$644K Sell
18,842
-875
-4% -$29.6K 0.61% 33
2022
Q3 		$599K Sell
19,717
-124
-0.6% -$4.1K 0.6% 35
2022
Q2 		$624K Sell
19,841
-241
-1% -$8.33K 0.59% 36
2022
Q1 		$770K Buy
20,082
+529
+3% +$20.7K 0.63% 36
2021
Q4 		$764K Buy
+19,553
New +$769K 0.62% 36

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Taylor & Morgan Wealth Management's XLF Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.06% in Q2 2026, buying an estimated $468 and bringing the position to 15,451 shares worth $828K. The position accounts for 0.41% of the portfolio, ranked #34.

Taylor & Morgan Wealth Management first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $989K in Q4 2025. 881 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Taylor & Morgan Wealth Management held 15,451 shares of State Street Financial Select Sector SPDR ETF worth $828K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 9 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $468.
  • State Street Financial Select Sector SPDR ETF made up 0.41% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Taylor & Morgan Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $989K in Q4 2025.
  • 881 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.