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

Valued 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 		$5.58K Hold
104
– – ﹤0.01% 426
2026
Q1 		$5.13K Hold
104
– – ﹤0.01% 395
2025
Q4 		$5.7K Buy
+104
New +$5.54K ﹤0.01% 283

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Valued Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 104 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Valued Wealth Advisors first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.7K in Q4 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Valued Wealth Advisors held 104 shares of State Street Financial Select Sector SPDR ETF worth $5.58K as of Q2 2026.
  • Valued Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #426 holding.
  • Valued Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Valued Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $5.7K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.