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Waterway Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Waterway Wealth 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 		$364K Sell
6,789
-402
-6% -$20.9K 0.07% 82
2026
Q1 		$355K Sell
7,191
-261
-4% -$13.6K 0.08% 80
2025
Q4 		$408K Sell
7,452
-298
-4% -$15.9K 0.09% 71
2025
Q3 		$418K Buy
7,750
+1
+0% +$53 0.1% 68
2025
Q2 		$406K Sell
7,749
-30,170
-80% -$1.49M 0.12% 68
2025
Q1 		$1.89M Sell
37,919
-18,263
-33% -$916K 0.79% 17
2024
Q4 		$2.72M Buy
56,182
+307
+0.5% +$14.8K 1.19% 14
2024
Q3 		$2.53M Buy
55,875
+1,901
+4% +$83K 1.09% 15
2024
Q2 		$2.22M Buy
53,974
+4,661
+9% +$192K 1.09% 15
2024
Q1 		$2.08M Sell
49,313
-2,238
-4% -$88.3K 0.91% 13
2023
Q4 		$1.94M Buy
+51,551
New +$1.78M 0.81% 15

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Waterway Wealth Management's XLF Position: Q2 2026 in Review

Waterway Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.6% in Q2 2026, selling an estimated $20.9K and leaving 6,789 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #82.

Waterway Wealth Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.72M in Q4 2024. 497 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Waterway Wealth Management held 6,789 shares of State Street Financial Select Sector SPDR ETF worth $364K as of Q2 2026.
  • Waterway Wealth Management sold 402 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.9K.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of Waterway Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Waterway Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Waterway Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.72M in Q4 2024.
  • 497 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.