Washburn Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Washburn Capital Management’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	$278K	Sell	5,185 -2,430	-32%	-$126K	0.14%	44
2026 Q1	$376K	Sell	7,615 -2,460	-24%	-$128K	0.22%	41
2025 Q4	$552K	Sell	10,075 -2,765	-22%	-$147K	0.3%	34
2025 Q3	$692K	Sell	12,840 -1,135	-8%	-$60.1K	0.39%	35
2025 Q2	$732K	Sell	13,975 -9,035	-39%	-$447K	0.43%	32
2025 Q1	$1.15M	Buy	23,010 +16,072	+232%	+$806K	0.75%	21
2024 Q4	$335K	Buy	+6,938	New	+$335K	0.21%	35

Other funds holding XLF

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

Washburn Capital Management's XLF Position: Q2 2026 in Review

Washburn Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 32% in Q2 2026, selling an estimated $126K and leaving 5,185 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #44.

Washburn Capital Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 707 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Washburn Capital Management held 5,185 shares of State Street Financial Select Sector SPDR ETF worth $278K as of Q2 2026.
Washburn Capital Management sold 2,430 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Washburn Capital Management's portfolio in Q2 2026, its #44 holding.
Washburn Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Washburn Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.15M in Q1 2025.
707 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.