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

Wealth Architects’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
9,726
-185
-2% -$9.62K 0.04% 143
2026
Q1 		$489K Sell
9,911
-5
-0.1% -$261 0.04% 143
2025
Q4 		$543K Sell
9,916
-250
-2% -$13.3K 0.05% 135
2025
Q3 		$548K Hold
10,166
– – 0.05% 134
2025
Q2 		$532K Buy
10,166
+245
+2% +$12.1K 0.05% 131
2025
Q1 		$494K Buy
9,921
+229
+2% +$11.5K 0.05% 140
2024
Q4 		$468K Buy
9,692
+4,287
+79% +$207K 0.05% 129
2024
Q3 		$245K Hold
5,405
– – 0.03% 184
2024
Q2 		$222K Sell
5,405
-250
-4% -$10.3K 0.03% 189
2024
Q1 		$238K Hold
5,655
– – 0.03% 183
2023
Q4 		$213K Buy
+5,655
New +$196K 0.03% 187
2023
Q1 		– Sell
-5,939
Closed -$203K – 191
2022
Q4 		$203K Buy
+5,939
New +$201K 0.04% 165
2022
Q2 		– Sell
-5,958
Closed -$228K – 212
2022
Q1 		$228K Sell
5,958
-458
-7% -$17.9K 0.04% 176
2021
Q4 		$251K Sell
6,416
-246
-4% -$9.67K 0.04% 163
2021
Q3 		$250K Buy
6,662
+54
+0.8% +$2.02K 0.05% 158
2021
Q2 		$242K Buy
6,608
+237
+4% +$8.67K 0.05% 155
2021
Q1 		$217K Sell
6,371
-550
-8% -$17.7K 0.05% 155
2020
Q4 		$204K Buy
+6,921
New +$185K 0.05% 150
2020
Q1 		– Sell
-7,112
Closed -$219K – 151
2019
Q4 		$219K Sell
7,112
-988
-12% -$29K 0.06% 125
2019
Q3 		$227K Sell
8,100
-35
-0.4% -$966 0.07% 115
2019
Q2 		$225K Sell
8,135
-1,088
-12% -$29.5K 0.07% 119
2019
Q1 		$237K Buy
9,223
+28
+0.3% +$723 0.07% 112
2018
Q4 		$219K Sell
9,195
-390
-4% -$10.1K 0.08% 109
2018
Q3 		$264K Hold
9,585
– – 0.08% 110
2018
Q2 		$255K Buy
9,585
+815
+9% +$22.5K 0.08% 103
2018
Q1 		$242K Sell
8,770
-135
-2% -$3.89K 0.08% 107
2017
Q4 		$249K Sell
8,905
-90
-1% -$2.42K 0.08% 110
2017
Q3 		$233K Buy
+8,995
New +$224K 0.08% 112

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Architects's XLF Position: Q2 2026 in Review

Wealth Architects reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.9% in Q2 2026, selling an estimated $9.62K and leaving 9,726 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #143.

Wealth Architects first reported a position in XLF in Q3 2017 and has held it in 28 quarters since. The position peaked at $548K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Wealth Architects held 9,726 shares of State Street Financial Select Sector SPDR ETF worth $521K as of Q2 2026.
  • Wealth Architects sold 185 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.62K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Wealth Architects's portfolio in Q2 2026, its #143 holding.
  • Wealth Architects first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 28 quarters since.
  • Wealth Architects's State Street Financial Select Sector SPDR ETF position peaked at $548K in Q3 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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