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 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	$2K	Sell	59,807 -9,893	-14%	-$318K	﹤0.01%	116
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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Advisory Solutions's XLF Position: Q1 2026 in Review

Wealth Advisory Solutions increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.75% in Q1 2026, buying an estimated $4.01K and bringing the position to 10,354 shares worth $511K. The position accounts for 0.11% of the portfolio, ranked #91.

Wealth Advisory Solutions first reported a position in XLF in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.52M in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Wealth Advisory Solutions held 10,354 shares of State Street Financial Select Sector SPDR ETF worth $511K as of Q1 2026.
Wealth Advisory Solutions bought 77 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.01K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Wealth Advisory Solutions's portfolio in Q1 2026, its #91 holding.
Wealth Advisory Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
Wealth Advisory Solutions's State Street Financial Select Sector SPDR ETF position peaked at $2.52M in Q1 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.