WealthBridge Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WealthBridge Capital Management’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	$475K	Sell	9,629 -2,250	-19%	-$117K	0.11%	133
2025 Q4	$651K	Sell	11,879 -1,109	-9%	-$59.1K	0.15%	101
2025 Q3	$700K	Sell	12,988 -869	-6%	-$46K	0.16%	95
2025 Q2	$726K	Sell	13,857 -1,151	-8%	-$57K	0.18%	93
2025 Q1	$748K	Buy	15,008 +1,260	+9%	+$63.2K	0.21%	84
2024 Q4	$664K	Sell	13,748 -199	-1%	-$9.62K	0.18%	93
2024 Q3	$632K	Buy	13,947 +115	+0.8%	+$5.02K	0.18%	95
2024 Q2	$569K	Buy	13,832 +712	+5%	+$29.3K	0.19%	88
2024 Q1	$553K	Buy	13,120 +1,998	+18%	+$78.9K	0.19%	91
2023 Q4	$418K	Sell	11,122 -3,933	-26%	-$136K	0.16%	101
2023 Q3	$499K	Sell	15,055 -2,446	-14%	-$84.3K	0.21%	87
2023 Q2	$590K	Buy	17,501 +233	+1%	+$7.6K	0.24%	81
2023 Q1	$555K	Buy	17,268 +1,847	+12%	+$64.2K	0.22%	87
2022 Q4	$527K	Sell	15,421 -764	-5%	-$25.8K	0.22%	91
2022 Q3	$509K	Hold	16,185	–	–	0.22%	94
2022 Q2	$509K	Sell	16,185 -819	-5%	-$28.3K	0.22%	94
2022 Q1	$652K	Buy	17,004 +981	+6%	+$38.3K	0.24%	85
2021 Q4	$626K	Sell	16,023 -1,138	-7%	-$44.7K	0.23%	84
2021 Q3	$644K	Sell	17,161 -2,272	-12%	-$85K	0.24%	81
2021 Q2	$713K	Buy	19,433 +6,116	+46%	+$224K	0.26%	85
2021 Q1	$453K	Buy	+13,317	New	+$428K	0.18%	96
2020 Q2	–	Sell	-15,098	Closed	-$314K	–	124
2020 Q1	$314K	Sell	15,098 -59,235	-80%	-$1.63M	0.22%	83
2019 Q4	$2.29M	Sell	74,333 -8,485	-10%	-$249K	1.48%	17
2019 Q3	$2.32M	Sell	82,818 -8,665	-9%	-$239K	1.67%	16
2019 Q2	$2.18M	Buy	91,483 +1,502	+2%	+$40.7K	1.99%	13
2019 Q1	$2.46M	Sell	89,981 -1,502	-2%	-$38.8K	1.56%	14
2018 Q4	$2.18M	Buy	+91,483	New	+$2.38M	1.66%	13

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

WealthBridge Capital Management's XLF Position: Q1 2026 in Review

WealthBridge Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q1 2026, selling an estimated $117K and leaving 9,629 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #133.

WealthBridge Capital Management first reported a position in XLF in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.46M in Q1 2019. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

WealthBridge Capital Management held 9,629 shares of State Street Financial Select Sector SPDR ETF worth $475K as of Q1 2026.
WealthBridge Capital Management sold 2,250 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $117K.
State Street Financial Select Sector SPDR ETF made up 0.11% of WealthBridge Capital Management's portfolio in Q1 2026, its #133 holding.
WealthBridge Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
WealthBridge Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $2.46M in Q1 2019.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.