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

Wealth Preservation Advisors’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	$666K	Buy	12,422 +4,288	+53%	+$223K	0.38%	37
2026 Q1	$402K	Sell	8,134 -4,072	-33%	-$212K	0.33%	38
2025 Q4	$669K	Hold	12,206	–	–	0.34%	30
2025 Q3	$658K	Hold	12,206	–	–	0.38%	27
2025 Q2	$639K	Buy	12,206 +5	+0%	+$247	0.39%	29
2025 Q1	$608K	Buy	+12,201	New	+$612K	0.43%	29

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 Preservation Advisors's XLF Position: Q2 2026 in Review

Wealth Preservation Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 53% in Q2 2026, buying an estimated $223K and bringing the position to 12,422 shares worth $666K. The position accounts for 0.38% of the portfolio, ranked #37.

Wealth Preservation Advisors first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $669K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wealth Preservation Advisors held 12,422 shares of State Street Financial Select Sector SPDR ETF worth $666K as of Q2 2026.
Wealth Preservation Advisors bought 4,288 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $223K.
State Street Financial Select Sector SPDR ETF made up 0.38% of Wealth Preservation Advisors's portfolio in Q2 2026, its #37 holding.
Wealth Preservation Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Preservation Advisors's State Street Financial Select Sector SPDR ETF position peaked at $669K in Q4 2025.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.