Wealthcare Advisory Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wealthcare Advisory Partners’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	$1.47M	Sell	27,343 -2,048	-7%	-$106K	0.03%	425
2026 Q1	$1.45M	Sell	29,391 -3,482	-11%	-$181K	0.03%	432
2025 Q4	$1.8M	Sell	32,873 -2,718	-8%	-$145K	0.04%	385
2025 Q3	$1.92M	Buy	35,591 +1,756	+5%	+$93K	0.04%	354
2025 Q2	$1.77M	Sell	33,835 -3,227	-9%	-$160K	0.04%	354
2025 Q1	$1.85M	Buy	37,062 +5,406	+17%	+$271K	0.05%	296
2024 Q4	$1.53M	Buy	31,656 +11,639	+58%	+$563K	0.04%	330
2024 Q3	$907K	Sell	20,017 -654	-3%	-$28.5K	0.03%	444
2024 Q2	$850K	Sell	20,671 -2,888	-12%	-$119K	0.03%	429
2024 Q1	$992K	Sell	23,559 -1,423	-6%	-$56.2K	0.03%	367
2023 Q4	$939K	Buy	24,982 +986	+4%	+$34.1K	0.04%	325
2023 Q3	$796K	Sell	23,996 -253	-1%	-$8.72K	0.04%	318
2023 Q2	$817K	Buy	24,249 +494	+2%	+$16.1K	0.04%	331
2023 Q1	$764K	Buy	23,755 +2,471	+12%	+$85.9K	0.03%	350
2022 Q4	$728K	Sell	21,284 -362	-2%	-$12.2K	0.03%	332
2022 Q3	$657K	Sell	21,646 -1,205	-5%	-$39.8K	0.04%	299
2022 Q2	$719K	Sell	22,851 -122,527	-84%	-$4.23M	0.04%	256
2022 Q1	$5.57M	Buy	145,378 +33,199	+30%	+$1.3M	0.34%	46
2021 Q4	$4.38M	Buy	112,179 +98,814	+739%	+$3.88M	0.26%	56
2021 Q3	$502K	Buy	13,365 +15	+0.1%	+$561	0.03%	314
2021 Q2	$490K	Buy	13,350 +4,203	+46%	+$154K	0.03%	323
2021 Q1	$311K	Sell	9,147 -865	-9%	-$27.8K	0.02%	388
2020 Q4	$295K	Sell	10,012 -612	-6%	-$16.4K	0.03%	324
2020 Q3	$256K	Sell	10,624 -3,641	-26%	-$88.6K	0.03%	292
2020 Q2	$330K	Buy	14,265 +2,947	+26%	+$66.9K	0.04%	228
2020 Q1	$236K	Sell	11,318 -1,567	-12%	-$43.1K	0.03%	242
2019 Q4	$397K	Buy	12,885 +2,268	+21%	+$66.6K	0.05%	201
2019 Q3	$297K	Sell	10,617 -875	-8%	-$24.2K	0.04%	211
2019 Q2	$317K	Sell	11,492 -2,532	-18%	-$68.6K	0.05%	198
2019 Q1	$361K	Sell	14,024 -5,112	-27%	-$132K	0.06%	165
2018 Q4	$456K	Buy	19,136 +464	+2%	+$12.1K	0.09%	122
2018 Q3	$515K	Sell	18,672 -1,338	-7%	-$37.4K	0.09%	113
2018 Q2	$532K	Buy	20,010 +8,866	+80%	+$245K	0.1%	114
2018 Q1	$307K	Buy	11,144 +3,445	+45%	+$99.2K	0.07%	152
2017 Q4	$215K	Buy	7,699 +3,536	+85%	+$95.1K	0.06%	167
2017 Q3	$108K	Buy	+4,163	New	+$104K	0.03%	200

Other funds holding XLF

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wealthcare Advisory Partners's XLF Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7% in Q2 2026, selling an estimated $106K and leaving 27,343 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #425.

Wealthcare Advisory Partners first reported a position in XLF in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.57M in Q1 2022. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wealthcare Advisory Partners held 27,343 shares of State Street Financial Select Sector SPDR ETF worth $1.47M as of Q2 2026.
Wealthcare Advisory Partners sold 2,048 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $106K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #425 holding.
Wealthcare Advisory Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's State Street Financial Select Sector SPDR ETF position peaked at $5.57M in Q1 2022.
552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.