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

Tradition 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	$1.42M	Sell	26,432 -565	-2%	-$29.4K	0.09%	180
2026 Q1	$1.33M	Sell	26,997 -488	-2%	-$25.4K	0.09%	177
2025 Q4	$1.51M	Buy	27,485 +759	+3%	+$40.4K	0.11%	161
2025 Q3	$1.44M	Sell	26,726 -147	-0.5%	-$7.79K	0.11%	157
2025 Q2	$1.41M	Sell	26,873 -598	-2%	-$29.6K	0.11%	154
2025 Q1	$1.37M	Sell	27,471 -39	-0.1%	-$1.96K	0.12%	148
2024 Q4	$1.33M	Buy	27,510 +573	+2%	+$27.7K	0.12%	142
2024 Q3	$1.22M	Sell	26,937 -160	-0.6%	-$6.98K	0.11%	157
2024 Q2	$1.11M	Sell	27,097 -344	-1%	-$14.2K	0.11%	153
2024 Q1	$1.16M	Buy	27,441 +641	+2%	+$25.3K	0.12%	138
2023 Q4	$1.01M	Buy	26,800 +1,264	+5%	+$43.8K	0.11%	127
2023 Q3	$847K	Buy	25,536 +1,074	+4%	+$37K	0.1%	131
2023 Q2	$825K	Sell	24,462 -1,165	-5%	-$38K	0.1%	135
2023 Q1	$824K	Buy	25,627 +761	+3%	+$26.4K	0.1%	129
2022 Q4	$850K	Sell	24,866 -1,557	-6%	-$52.7K	0.12%	118
2022 Q3	$802K	Sell	26,423 -31	-0.1%	-$1.02K	0.12%	119
2022 Q2	$832K	Buy	26,454 +721	+3%	+$24.9K	0.12%	121
2022 Q1	$986K	Sell	25,733 -81	-0.3%	-$3.17K	0.13%	127
2021 Q4	$1.01M	Buy	25,814 +27	+0.1%	+$1.06K	0.13%	128
2021 Q3	$968K	Buy	25,787 +24	+0.1%	+$898	0.14%	123
2021 Q2	$945K	Buy	25,763 +351	+1%	+$12.8K	0.14%	127
2021 Q1	$865K	Buy	25,412 +4,711	+23%	+$151K	0.15%	113
2020 Q4	$610K	Buy	+20,701	New	+$554K	0.12%	126

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

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

Tradition Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.1% in Q2 2026, selling an estimated $29.4K and leaving 26,432 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #180.

Tradition Wealth Management first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.51M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Tradition Wealth Management held 26,432 shares of State Street Financial Select Sector SPDR ETF worth $1.42M as of Q2 2026.
Tradition Wealth Management sold 565 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $29.4K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Tradition Wealth Management's portfolio in Q2 2026, its #180 holding.
Tradition Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.51M in Q4 2025.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.