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

TCV Trust & 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	$7.05M	Buy	131,493 +6,177	+5%	+$321K	0.53%	48
2026 Q1	$6.19M	Sell	125,316 -332	-0.3%	-$17.3K	0.52%	49
2025 Q4	$6.88M	Buy	125,648 +4,950	+4%	+$264K	0.56%	51
2025 Q3	$6.5M	Buy	120,698 +1,493	+1%	+$79.1K	0.54%	51
2025 Q2	$6.24M	Sell	119,205 -445	-0.4%	-$22K	0.55%	53
2025 Q1	$5.96M	Sell	119,650 -1,182	-1%	-$59.3K	0.55%	50
2024 Q4	$5.84M	Sell	120,832 -2,483	-2%	-$120K	0.54%	52
2024 Q3	$5.59M	Buy	123,315 +4,162	+3%	+$182K	0.5%	56
2024 Q2	$4.9M	Sell	119,153 -5	-0%	-$206	0.47%	56
2024 Q1	$5.02M	Sell	119,158 -2,584	-2%	-$102K	0.48%	57
2023 Q4	$4.58M	Buy	121,742 +1,596	+1%	+$55.3K	0.46%	56
2023 Q3	$3.99M	Sell	120,146 -2,302	-2%	-$79.3K	0.44%	57
2023 Q2	$4.13M	Buy	122,448 +942	+0.8%	+$30.7K	0.44%	59
2023 Q1	$3.91M	Sell	121,506 -853	-0.7%	-$29.6K	0.43%	60
2022 Q4	$4.18M	Buy	122,359 +680	+0.6%	+$23K	0.48%	58
2022 Q3	$3.69M	Sell	121,679 -2,015	-2%	-$66.6K	0.47%	60
2022 Q2	$3.89M	Buy	123,694 +1,476	+1%	+$51K	0.47%	62
2022 Q1	$4.68M	Sell	122,218 -2,054	-2%	-$80.3K	0.5%	60
2021 Q4	$4.85M	Sell	124,272 -2,156	-2%	-$84.7K	0.48%	61
2021 Q3	$4.75M	Sell	126,428 -1,705	-1%	-$63.8K	0.53%	59
2021 Q2	$4.68M	Sell	128,133 -5,995	-4%	-$219K	0.51%	62
2021 Q1	$4.57M	Sell	134,128 -2,697	-2%	-$86.6K	0.53%	60
2020 Q4	$4.03M	Sell	136,825 -300	-0.2%	-$8.03K	0.49%	61
2020 Q3	$3.3M	Buy	137,125 +2,404	+2%	+$58.5K	0.44%	67
2020 Q2	$3.12M	Buy	134,721 +18,230	+16%	+$414K	0.44%	66
2020 Q1	$2.43M	Sell	116,491 -1,515	-1%	-$41.7K	0.4%	67
2019 Q4	$3.63M	Buy	118,006 +10	+0%	+$293	0.44%	64
2019 Q3	$3.3M	Sell	117,996 -3,500	-3%	-$96.6K	0.43%	65
2019 Q2	$3.35M	Sell	121,496 -1,330	-1%	-$36K	0.43%	66
2019 Q1	$3.16M	Buy	122,826 +872	+0.7%	+$22.5K	0.42%	66
2018 Q4	$2.9M	Buy	121,954 +3,933	+3%	+$102K	0.43%	65
2018 Q3	$3.25M	Sell	118,021 -10,220	-8%	-$286K	0.43%	59
2018 Q2	$3.41M	Buy	128,241 +172	+0.1%	+$4.74K	0.48%	55
2018 Q1	$3.53M	Buy	128,069 +98	+0.1%	+$2.82K	0.51%	55
2017 Q4	$3.57M	Sell	127,971 -6,194	-5%	-$167K	0.5%	56
2017 Q3	$3.47M	Sell	134,165 -219	-0.2%	-$5.46K	0.51%	55
2017 Q2	$3.32M	Buy	134,384 +3,901	+3%	+$92.6K	0.5%	58
2017 Q1	$3.1M	Buy	130,483 +3,451	+3%	+$82.6K	0.47%	59
2016 Q4	$2.95M	Buy	127,032 +1,698	+1%	+$36.4K	0.48%	58
2016 Q3	$2.42M	Sell	125,334 -17,057	-12%	-$352K	0.41%	65
2016 Q2	$2.86M	Buy	142,391 +19,212	+16%	+$389K	0.5%	60
2016 Q1	$2.43M	Buy	123,179 +5,284	+4%	+$101K	0.44%	63
2015 Q4	$2.47M	Buy	117,895 +2,267	+2%	+$47.8K	0.44%	64
2015 Q3	$2.3M	Buy	115,628 +4,077	+4%	+$86.4K	0.42%	64
2015 Q2	$2.39M	Buy	111,551 +1,529	+1%	+$33K	0.39%	69
2015 Q1	$2.33M	Buy	110,022 +1,378	+1%	+$29.2K	0.38%	70
2014 Q4	$2.36M	Sell	108,644 -3,859	-3%	-$80.8K	0.39%	72
2014 Q3	$2.29M	Buy	112,503 +1,453	+1%	+$29.3K	0.39%	73
2014 Q2	$2.22M	Sell	111,050 -8,719	-7%	-$170K	0.36%	74
2014 Q1	$2.35M	Buy	119,769 +3,372	+3%	+$64.4K	0.4%	74
2013 Q4	$2.23M	Buy	116,397 +9,280	+9%	+$171K	0.38%	74
2013 Q3	$1.87M	Buy	107,117 +4,694	+5%	+$83.2K	0.37%	78
2013 Q2	$1.75M	Buy	+102,423	New	+$1.72M	0.36%	75

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

TCV Trust & Wealth Management's XLF Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.9% in Q2 2026, buying an estimated $321K and bringing the position to 131,493 shares worth $7.05M. The position accounts for 0.53% of the portfolio, ranked #48.

TCV Trust & Wealth Management first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

TCV Trust & Wealth Management held 131,493 shares of State Street Financial Select Sector SPDR ETF worth $7.05M as of Q2 2026.
TCV Trust & Wealth Management bought 6,177 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $321K.
State Street Financial Select Sector SPDR ETF made up 0.53% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #48 holding.
TCV Trust & 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.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.