WCG Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
WCG Wealth Advisors's XLF Position: Q1 2026 in Review
WCG Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q1 2026, selling an estimated $5.42M and leaving 427,308 shares worth $21.1M. The position accounts for 0.59% of the portfolio, ranked #43.
WCG Wealth Advisors first reported a position in XLF in Q2 2022 and has held it in 16 quarters since. The position peaked at $29.1M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- WCG Wealth Advisors held 427,308 shares of State Street Financial Select Sector SPDR ETF worth $21.1M as of Q1 2026.
- WCG Wealth Advisors sold 103,937 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.42M.
- State Street Financial Select Sector SPDR ETF made up 0.59% of WCG Wealth Advisors's portfolio in Q1 2026, its #43 holding.
- WCG Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
- WCG Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $29.1M in Q4 2025.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.