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

Wealth Alliance Advisory Group’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	$276K	Sell	5,156 -240	-4%	-$12.5K	0.04%	164
2026 Q1	$266K	Hold	5,396	–	–	0.04%	166
2025 Q4	$296K	Hold	5,396	–	–	0.05%	159
2025 Q3	$291K	Hold	5,396	–	–	0.05%	153
2025 Q2	$283K	Hold	5,396	–	–	0.05%	154
2025 Q1	$269K	Hold	5,396	–	–	0.06%	156
2024 Q4	$261K	Buy	5,396 +1	+0%	+$48	0.06%	155
2024 Q3	$244K	Buy	5,395 +1	+0%	+$44	0.05%	165
2024 Q2	$222K	Buy	5,394 +1	+0%	+$41	0.05%	170
2024 Q1	$227K	Sell	5,393 -249	-4%	-$9.83K	0.05%	169
2023 Q4	$212K	Buy	+5,642	New	+$195K	0.06%	168
2023 Q2	–	Sell	-6,738	Closed	-$217K	–	184
2023 Q1	$217K	Sell	6,738 -158	-2%	-$5.49K	0.08%	142
2022 Q4	$236K	Buy	6,896 +159	+2%	+$5.38K	0.09%	139
2022 Q3	$205K	Hold	6,737	–	–	0.09%	133
2022 Q2	$212K	Buy	6,737 +16	+0.2%	+$553	0.1%	127
2022 Q1	$258K	Sell	6,721 -3,894	-37%	-$152K	0.11%	120
2021 Q4	$415K	Buy	10,615 +4,413	+71%	+$173K	0.18%	92
2021 Q3	$233K	Buy	6,202 +12	+0.2%	+$449	0.11%	126
2021 Q2	$227K	Hold	6,190	–	–	0.11%	132
2021 Q1	$211K	Buy	+6,190	New	+$199K	0.11%	136

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 Alliance Advisory Group's XLF Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.4% in Q2 2026, selling an estimated $12.5K and leaving 5,156 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #164.

Wealth Alliance Advisory Group first reported a position in XLF in Q1 2021 and has held it in 20 quarters since. The position peaked at $415K in Q4 2021. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wealth Alliance Advisory Group held 5,156 shares of State Street Financial Select Sector SPDR ETF worth $276K as of Q2 2026.
Wealth Alliance Advisory Group sold 240 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.5K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #164 holding.
Wealth Alliance Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Wealth Alliance Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $415K in Q4 2021.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.