Wagner Wealth Management (South Carolina)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wagner Wealth Management (South Carolina)’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	$68.2K	Sell	1,272 -914	-42%	-$47.5K	0.01%	176
2026 Q1	$108K	Buy	2,186 +6	+0.3%	+$313	0.02%	156
2025 Q4	$119K	Buy	2,180 +920	+73%	+$49K	0.03%	148
2025 Q3	$67.9K	Buy	1,260 +3	+0.2%	+$159	0.02%	160
2025 Q2	$65.8K	Buy	1,257 +228	+22%	+$11.3K	0.02%	160
2025 Q1	$51.3K	Buy	1,029 +4	+0.4%	+$201	0.01%	154
2024 Q4	$49.6K	Buy	1,025 +4	+0.4%	+$193	0.01%	151
2024 Q3	$46.3K	Buy	1,021 +4	+0.4%	+$175	0.01%	150
2024 Q2	$41.8K	Buy	1,017 +4	+0.4%	+$165	0.01%	173
2024 Q1	$42.7K	Buy	1,013 +2	+0.2%	+$79	0.01%	169
2023 Q4	$38K	Buy	1,011 +5	+0.5%	+$173	0.01%	169
2023 Q3	$33.4K	Buy	1,006 +5	+0.5%	+$172	0.01%	146
2023 Q2	$33.7K	Sell	1,001 -415	-29%	-$13.5K	0.01%	150
2023 Q1	$45.5K	Sell	1,416 -1,096	-44%	-$38.1K	0.02%	146
2022 Q4	$85.9K	Sell	2,512 -293	-10%	-$9.91K	0.05%	139
2022 Q3	$85K	Sell	2,805 -548	-16%	-$18.1K	0.06%	162
2022 Q2	$105K	Sell	3,353 -3,341	-50%	-$115K	0.08%	143
2022 Q1	$256K	Buy	6,694 +3,032	+83%	+$119K	0.18%	107
2021 Q4	$143K	Buy	3,662 +5	+0.1%	+$197	0.11%	153
2021 Q3	$147K	Sell	3,657 -5,045	-58%	-$189K	0.12%	145
2021 Q2	$319K	Buy	8,702 +5,170	+146%	+$189K	0.23%	85
2021 Q1	$120K	Buy	3,532 +244	+7%	+$7.84K	0.09%	152
2020 Q4	$97K	Buy	+3,288	New	+$88K	0.09%	121
2018 Q3	$878K	Buy	31,831 +5,082	+19%	+$142K	0.59%	45
2018 Q2	$711K	Buy	26,749 +14,560	+119%	+$402K	0.51%	48
2018 Q1	$336K	Buy	12,189 +2,106	+21%	+$60.6K	0.26%	84
2017 Q4	$292K	Buy	+10,083	New	+$271K	0.22%	89

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

Wagner Wealth Management (South Carolina)'s XLF Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 42% in Q2 2026, selling an estimated $47.5K and leaving 1,272 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #176.

Wagner Wealth Management (South Carolina) first reported a position in XLF in Q4 2017 and has held it in 27 quarters since. The position peaked at $878K in Q3 2018. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wagner Wealth Management (South Carolina) held 1,272 shares of State Street Financial Select Sector SPDR ETF worth $68.2K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 914 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $47.5K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #176 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
Wagner Wealth Management (South Carolina)'s State Street Financial Select Sector SPDR ETF position peaked at $878K in Q3 2018.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.