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 Q2	$702K	Buy	13,087 +680	+5%	+$35.3K	0.44%	38
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 $1.81T 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

Waypoint Wealth Counsel's XLF Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.5% in Q2 2026, buying an estimated $35.3K and bringing the position to 13,087 shares worth $702K. The position accounts for 0.44% of the portfolio, ranked #38.

Waypoint Wealth Counsel first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $783K in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Waypoint Wealth Counsel held 13,087 shares of State Street Financial Select Sector SPDR ETF worth $702K as of Q2 2026.
Waypoint Wealth Counsel bought 680 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $35.3K.
State Street Financial Select Sector SPDR ETF made up 0.44% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #38 holding.
Waypoint Wealth Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Waypoint Wealth Counsel's State Street Financial Select Sector SPDR ETF position peaked at $783K in Q2 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.