Wealth Advisory Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wealth Advisory Solutions’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	$521K	Sell	9,724 -630	-6%	-$32.7K	0.11%	92
2026 Q1	$511K	Buy	10,354 +77	+0.7%	+$4.01K	0.11%	91
2025 Q4	$563K	Sell	10,277 -161	-2%	-$8.58K	0.13%	83
2025 Q3	$562K	Buy	10,438 +69	+0.7%	+$3.66K	0.14%	85
2025 Q2	$543K	Sell	10,369 -268	-3%	-$13.3K	0.14%	86
2025 Q1	$530K	Sell	10,637 -269	-2%	-$13.5K	0.14%	87
2024 Q4	$527K	Sell	10,906 -223	-2%	-$10.8K	0.15%	85
2024 Q3	$504K	Sell	11,129 -437	-4%	-$19.1K	0.14%	84
2024 Q2	$475K	Sell	11,566 -366	-3%	-$15.1K	0.13%	86
2024 Q1	$503K	Sell	11,932 -1,986	-14%	-$78.4K	0.13%	81
2023 Q4	$523K	Sell	13,918 -14,956	-52%	-$518K	0.18%	54
2023 Q3	$1.02M	Buy	28,874 +13,220	+84%	+$456K	0.2%	72
2023 Q2	$528K	Buy	15,654 +38	+0.2%	+$1.24K	0.14%	81
2023 Q1	$502K	Sell	15,616 -47,326	-75%	-$1.64M	0.13%	86
2022 Q4	$2.15M	Sell	62,942 -740	-1%	-$25K	0.58%	45
2022 Q3	$1.93M	Sell	63,682 -143	-0.2%	-$4.73K	0.53%	51
2022 Q2	$2.01M	Sell	63,825 -2,002	-3%	-$69.2K	0.49%	61
2022 Q1	$2.52M	Buy	+65,827	New	+$2.57M	0.52%	54
2021 Q3	$2.48M	Buy	66,154 +5,776	+10%	+$216K	0.55%	49
2021 Q2	$2.21M	Buy	60,378 +571	+1%	+$20.9K	0.53%	52
2021 Q1	$2M	Sell	59,807 -9,893	-14%	-$318K	0.42%	73
2020 Q4	$2.05M	Buy	69,700 +102	+0.1%	+$2.73K	0.56%	51
2020 Q3	$1.68M	Buy	69,598 +17,969	+35%	+$437K	0.44%	63
2020 Q2	$1.19M	Buy	51,629 +1,192	+2%	+$27.1K	0.33%	76
2020 Q1	$1.05M	Sell	50,437 -1,287	-2%	-$35.4K	0.36%	73
2019 Q4	$1.59M	Buy	+51,724	New	+$1.52M	0.42%	66

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

Wealth Advisory Solutions's XLF Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.1% in Q2 2026, selling an estimated $32.7K and leaving 9,724 shares worth $521K. The position accounts for 0.11% of the portfolio, ranked #92.

Wealth Advisory Solutions first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.52M in Q1 2022. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wealth Advisory Solutions held 9,724 shares of State Street Financial Select Sector SPDR ETF worth $521K as of Q2 2026.
Wealth Advisory Solutions sold 630 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $32.7K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Wealth Advisory Solutions's portfolio in Q2 2026, its #92 holding.
Wealth Advisory Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Wealth Advisory Solutions's State Street Financial Select Sector SPDR ETF position peaked at $2.52M in Q1 2022.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.