W Advisors LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

W Advisors LLC’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	$218K	Hold	4,059	–	–	0.1%	144
2026 Q1	$200K	Hold	4,059	–	–	0.1%	139
2025 Q4	$222K	Hold	4,059	–	–	0.11%	132
2025 Q3	$219K	Hold	4,059	–	–	0.12%	124
2025 Q2	$213K	Hold	4,059	–	–	0.12%	123
2025 Q1	$202K	Buy	+4,059	New	+$204K	0.13%	116

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

W Advisors LLC's XLF Position: Q2 2026 in Review

W Advisors LLC held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,059 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #144.

W Advisors LLC first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $222K in Q4 2025. 905 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

W Advisors LLC held 4,059 shares of State Street Financial Select Sector SPDR ETF worth $218K as of Q2 2026.
W Advisors LLC left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.1% of W Advisors LLC's portfolio in Q2 2026, its #144 holding.
W Advisors LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
W Advisors LLC's State Street Financial Select Sector SPDR ETF position peaked at $222K in Q4 2025.
905 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.