Wall Capital Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wall Capital Group’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	$2.35M	Buy	43,785 +1,499	+4%	+$77.9K	1.92%	9
2026 Q1	$2.09M	Sell	42,286 -21,834	-34%	-$1.14M	2.23%	6
2025 Q4	$3.51M	Buy	+64,120	New	+$3.42M	3.34%	7
2023 Q4	$6.89M	Sell	183,137 -5,129	-3%	-$178K	7.8%	4
2023 Q3	$6.24M	Buy	188,266 +58,796	+45%	+$2.03M	8.87%	3
2023 Q2	$4.45M	Buy	129,470 +4,967	+4%	+$162K	4.78%	6
2023 Q1	$3.99M	Buy	+124,503	New	+$4.33M	4.86%	5
2018 Q3	–	Sell	-712,080	Closed	-$18.9M	–	29
2018 Q2	$18.9M	Sell	712,080 -27,879	-4%	-$769K	10.45%	2
2018 Q1	$20.4M	Sell	739,959 -109,303	-13%	-$3.15M	11.74%	2
2017 Q4	$23.7M	Sell	849,262 -31,849	-4%	-$857K	15.01%	2
2017 Q3	$22.8M	Sell	881,111 -3,714	-0.4%	-$92.7K	14.69%	2
2017 Q2	$21.8M	Buy	884,825 +121,273	+16%	+$2.88M	14.79%	2
2017 Q1	$18.1M	Buy	+763,552	New	+$18.3M	14.34%	2

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

Wall Capital Group's XLF Position: Q2 2026 in Review

Wall Capital Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q2 2026, buying an estimated $77.9K and bringing the position to 43,785 shares worth $2.35M. The position accounts for 1.92% of the portfolio, ranked #9.

Wall Capital Group first reported a position in XLF in Q1 2017 and has held it in 13 quarters since. The position peaked at $23.7M in Q4 2017. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wall Capital Group held 43,785 shares of State Street Financial Select Sector SPDR ETF worth $2.35M as of Q2 2026.
Wall Capital Group bought 1,499 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $77.9K.
State Street Financial Select Sector SPDR ETF made up 1.92% of Wall Capital Group's portfolio in Q2 2026, its #9 holding.
Wall Capital Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 13 quarters since.
Wall Capital Group's State Street Financial Select Sector SPDR ETF position peaked at $23.7M in Q4 2017.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.