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 Q3	$217K	Hold	4,059	–	–	0.09%	147
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

W Advisors LLC's XLF Position: Q3 2026 in Review

W Advisors LLC held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 4,059 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #147.

W Advisors LLC first reported a position in XLF in Q1 2025 and has held it in 7 quarters since. The position peaked at $222K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

W Advisors LLC held 4,059 shares of State Street Financial Select Sector SPDR ETF worth $217K as of Q3 2026.
W Advisors LLC left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.09% of W Advisors LLC's portfolio in Q3 2026, its #147 holding.
W Advisors LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
W Advisors LLC's State Street Financial Select Sector SPDR ETF position peaked at $222K in Q4 2025.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.