Waypoint Wealth Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Waypoint Wealth Counsel’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 Q1	$613K	Sell	12,407 -145	-1%	-$7.56K	0.32%	59
2025 Q4	$687K	Hold	12,552	–	–	0.25%	69
2025 Q3	$676K	Sell	12,552 -2,398	-16%	-$127K	0.27%	60
2025 Q2	$783K	Hold	14,950	–	–	0.39%	44
2025 Q1	$745K	Buy	14,950 +181	+1%	+$9.08K	0.47%	41
2024 Q4	$714K	Hold	14,769	–	–	0.47%	43
2024 Q3	$669K	Buy	+14,769	New	+$644K	0.45%	44

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waypoint Wealth Counsel's XLF Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q1 2026, selling an estimated $7.56K and leaving 12,407 shares worth $613K. The position accounts for 0.32% of the portfolio, ranked #59.

Waypoint Wealth Counsel first reported a position in XLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $783K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Waypoint Wealth Counsel held 12,407 shares of State Street Financial Select Sector SPDR ETF worth $613K as of Q1 2026.
Waypoint Wealth Counsel sold 145 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $7.56K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #59 holding.
Waypoint Wealth Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Waypoint Wealth Counsel's State Street Financial Select Sector SPDR ETF position peaked at $783K in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.