WBH Advisory’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 | $16.7M | Sell |
310,703
-7,167
| -2% | -$372K | 1.12% | 24 |
|
|
2026
Q1 | $15.7M | Sell |
317,870
-38,796
| -11% | -$2.02M | 1.18% | 24 |
|
|
2025
Q4 | $19.5M | Sell |
356,666
-8,375
| -2% | -$446K | 1.45% | 19 |
|
|
2025
Q3 | $19.7M | Buy |
365,041
+46,392
| +15% | +$2.46M | 1.5% | 18 |
|
|
2025
Q2 | $16.7M | Sell |
318,649
-51,383
| -14% | -$2.54M | 1.42% | 19 |
|
|
2025
Q1 | $18.4M | Sell |
370,032
-7,625
| -2% | -$382K | 1.72% | 15 |
|
|
2024
Q4 | $18.3M | Buy |
377,657
+41,571
| +12% | +$2.01M | 1.69% | 17 |
|
|
2024
Q3 | $15.2M | Buy |
336,086
+66,263
| +25% | +$2.89M | 1.44% | 20 |
|
|
2024
Q2 | $11.1M | Buy |
269,823
+9,884
| +4% | +$407K | 1.12% | 28 |
|
|
2024
Q1 | $10.9M | Buy |
259,939
+229
| +0.1% | +$9.04K | 1.13% | 27 |
|
|
2023
Q4 | $9.77M | Sell |
259,710
-20,677
| -7% | -$716K | 1.09% | 26 |
|
|
2023
Q3 | $9.3M | Sell |
280,387
-1,730
| -0.6% | -$59.6K | 1.14% | 24 |
|
|
2023
Q2 | $9.51M | Buy |
282,117
+54,208
| +24% | +$1.77M | 1.13% | 22 |
|
|
2023
Q1 | $7.33M | Buy |
+227,909
| New | +$7.92M | 0.92% | 31 |
|
|
2022
Q3 | $6.58M | Buy |
216,765
+15,621
| +8% | +$516K | 0.95% | 32 |
|
|
2022
Q2 | $6.4M | Sell |
201,144
-22,119
| -10% | -$764K | 0.85% | 37 |
|
|
2022
Q1 | $7.98M | Sell |
223,263
-31,806
| -12% | -$1.24M | 0.98% | 32 |
|
|
2021
Q4 | $9.96M | Sell |
255,069
-6,446
| -2% | -$253K | 1.14% | 21 |
|
|
2021
Q3 | $9.81M | Buy |
261,515
+82,087
| +46% | +$3.07M | 1.32% | 20 |
|
|
2021
Q2 | $6.54M | Buy |
179,428
+9,582
| +6% | +$351K | 0.96% | 26 |
|
|
2021
Q1 | $5.78M | Buy |
169,846
+439
| +0.3% | +$14.1K | 0.94% | 26 |
|
|
2020
Q4 | $5.23M | Buy |
169,407
+9,187
| +6% | +$246K | 0.9% | 29 |
|
|
2020
Q3 | $3.86M | Buy |
160,220
+14,908
| +10% | +$363K | 0.78% | 35 |
|
|
2020
Q2 | $3.36M | Sell |
145,312
-433
| -0.3% | -$9.83K | 0.81% | 33 |
|
|
2020
Q1 | $3.03M | Sell |
145,745
-50,506
| -26% | -$1.39M | 0.71% | 34 |
|
|
2019
Q4 | $6.04M | Buy |
196,251
+5,583
| +3% | +$164K | 1.24% | 18 |
|
|
2019
Q3 | $5.34M | Sell |
190,668
-9,562
| -5% | -$264K | 1.2% | 21 |
|
|
2019
Q2 | $5.53M | Buy |
200,230
+1,902
| +1% | +$51.5K | 1.28% | 16 |
|
|
2019
Q1 | $5.1M | Buy |
198,328
+13,340
| +7% | +$344K | 1.21% | 18 |
|
|
2018
Q4 | $4.41M | Sell |
184,988
-13,764
| -7% | -$358K | 1.07% | 19 |
|
|
2018
Q3 | $5.48M | Buy |
198,752
+2,278
| +1% | +$63.7K | 1.33% | 14 |
|
|
2018
Q2 | $5.22M | Buy |
196,474
+9,710
| +5% | +$268K | 1.35% | 14 |
|
|
2018
Q1 | $5.15M | Buy |
186,764
+2,252
| +1% | +$64.9K | 1.4% | 14 |
|
|
2017
Q4 | $5.15M | Buy |
184,512
+10,080
| +6% | +$271K | 1.37% | 14 |
|
|
2017
Q3 | $4.51M | Buy |
174,432
+3,621
| +2% | +$90.3K | 1.26% | 15 |
|
|
2017
Q2 | $4.21M | Buy |
170,811
+4,356
| +3% | +$103K | 1.18% | 16 |
|
|
2017
Q1 | $3.95M | Buy |
166,455
+32,760
| +25% | +$785K | 1.18% | 16 |
|
|
2016
Q4 | $3.11M | Buy |
133,695
+19,619
| +17% | +$421K | 1.04% | 19 |
|
|
2016
Q3 | $2.2M | Sell |
114,076
-12,158
| -10% | -$251K | 0.75% | 32 |
|
|
2016
Q2 | $2.53M | Buy |
126,234
+13,427
| +12% | +$272K | 0.99% | 22 |
|
|
2016
Q1 | $2.23M | Buy |
112,807
+9,418
| +9% | +$179K | 0.75% | 27 |
|
|
2015
Q4 | $2.16M | Buy |
103,389
+3,009
| +3% | +$63.4K | 0.76% | 27 |
|
|
2015
Q3 | $1.97M | Sell |
100,380
-17,617
| -15% | -$373K | 0.82% | 26 |
|
|
2015
Q2 | $2.52M | Buy |
117,997
+568
| +0.5% | +$12.3K | 0.99% | 17 |
|
|
2015
Q1 | $2.48M | Buy |
117,429
+76,787
| +189% | +$1.62M | 0.7% | 22 |
|
|
2014
Q4 | $882K | Sell |
40,642
-1,625
| -4% | -$34K | 0.33% | 71 |
|
|
2014
Q3 | $859K | Buy |
42,267
+2
| +0% | +$40 | 0.3% | 74 |
|
|
2014
Q2 | $843K | Hold |
42,265
| – | – | 0.32% | 79 |
|
|
2014
Q1 | $828K | Buy |
42,265
+2
| +0% | +$38 | 0.33% | 79 |
|
|
2013
Q4 | $811K | Buy |
42,263
+1,141
| +3% | +$21K | 0.33% | 84 |
|
|
2013
Q3 | $719K | Sell |
41,122
-1,283
| -3% | -$22.8K | 0.32% | 85 |
|
|
2013
Q2 | $723K | Buy |
+42,405
| New | +$711K | 0.33% | 84 |
|
Other funds holding XLF
WBH Advisory's XLF Position: Q2 2026 in Review
WBH Advisory reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.3% in Q2 2026, selling an estimated $372K and leaving 310,703 shares worth $16.7M. The position accounts for 1.12% of the portfolio, ranked #24.
WBH Advisory first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7M in Q3 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- WBH Advisory held 310,703 shares of State Street Financial Select Sector SPDR ETF worth $16.7M as of Q2 2026.
- WBH Advisory sold 7,167 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $372K.
- State Street Financial Select Sector SPDR ETF made up 1.12% of WBH Advisory's portfolio in Q2 2026, its #24 holding.
- WBH Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
- WBH Advisory's State Street Financial Select Sector SPDR ETF position peaked at $19.7M in Q3 2025.
- 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.