Waystone Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$631K Buy
11,773
+1,055
+10% +$54.8K 0.47% 51
2026
Q1
$529K Buy
10,718
+282
+3% +$14.7K 0.47% 49
2025
Q4
$572K Buy
+10,436
New +$556K 0.49% 44

Other funds holding XLF

Waystone Advisors's XLF Position: Q2 2026 in Review

Waystone Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.8% in Q2 2026, buying an estimated $54.8K and bringing the position to 11,773 shares worth $631K. The position accounts for 0.47% of the portfolio, ranked #51.

Waystone Advisors first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Waystone Advisors held 11,773 shares of State Street Financial Select Sector SPDR ETF worth $631K as of Q2 2026.
  • Waystone Advisors bought 1,055 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $54.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.47% of Waystone Advisors's portfolio in Q2 2026, its #51 holding.
  • Waystone Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.