Wealth Enhancement Advisory Services
XLF icon

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

Wealth Enhancement Advisory Services’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 		$17.5M Buy
363,271
+35,598
+11% +$1.85M 0.03% 484
2026
Q1 		$13.7M Sell
327,673
-63,462
-16% -$3.31M 0.03% 497
2025
Q4 		$22.1M Buy
391,135
+23,078
+6% +$1.23M 0.03% 454
2025
Q3 		$19.8M Sell
368,057
-6,378
-2% -$338K 0.03% 454
2025
Q2 		$19.9M Buy
374,435
+21,779
+6% +$1.08M 0.03% 422
2025
Q1 		$17.6M Buy
352,656
+12,420
+4% +$623K 0.03% 436
2024
Q4 		$16.4M Buy
340,236
+99,292
+41% +$4.8M 0.03% 419
2024
Q3 		$10.9M Sell
240,944
-560
-0.2% -$24.4K 0.02% 489
2024
Q2 		$9.93M Sell
241,504
-72
-0% -$2.96K 0.02% 487
2024
Q1 		$10.2M Sell
241,576
-100,456
-29% -$3.97M 0.03% 470
2023
Q4 		$12.9M Buy
342,032
+95,715
+39% +$3.31M 0.04% 378
2023
Q3 		$8.17M Buy
246,317
+227,510
+1,210% +$7.84M 0.03% 457
2023
Q2 		$634K Sell
18,807
-13,677
-42% -$446K 0.01% 324
2023
Q1 		$1.04M Buy
32,484
+4,336
+15% +$151K 0.01% 302
2022
Q4 		$1.02M Sell
28,148
-241
-0.8% -$8.15K 0.01% 219
2022
Q3 		$877K Buy
28,389
+2,626
+10% +$86.8K 0.01% 244
2022
Q2 		$826K Buy
25,763
+3,563
+16% +$123K 0.01% 256
2022
Q1 		$845K Buy
22,200
+580
+3% +$22.7K 0.01% 248
2021
Q4 		$849K Buy
21,620
+1,430
+7% +$56.2K 0.01% 232
2021
Q3 		$820K Buy
20,190
+6,053
+43% +$226K 0.01% 229
2021
Q2 		$518K Buy
14,137
+1,752
+14% +$64.1K 0.01% 231
2021
Q1 		$429K Buy
+12,385
New +$398K 0.01% 236

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's XLF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, buying an estimated $1.85M and bringing the position to 363,271 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #484.

Wealth Enhancement Advisory Services first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.1M in Q4 2025. 497 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 363,271 shares of State Street Financial Select Sector SPDR ETF worth $17.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 35,598 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.85M.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #484 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $22.1M in Q4 2025.
  • 497 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.