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

Wealthcare Capital 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 		$644K Buy
12,014
+40
+0.3% +$2.08K 0.27% 77
2026
Q1 		$591K Sell
11,974
-58
-0.5% -$3.02K 0.28% 73
2025
Q4 		$659K Buy
12,032
+163
+1% +$8.69K 0.31% 62
2025
Q3 		$639K Buy
11,869
+448
+4% +$23.7K 0.29% 61
2025
Q2 		$598K Buy
11,421
+37
+0.3% +$1.83K 0.3% 59
2025
Q1 		$567K Buy
11,384
+37
+0.3% +$1.86K 0.29% 57
2024
Q4 		$548K Buy
+11,347
New +$549K 0.29% 51

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Wealthcare Capital Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.33% in Q2 2026, buying an estimated $2.08K and bringing the position to 12,014 shares worth $644K. The position accounts for 0.27% of the portfolio, ranked #77.

Wealthcare Capital Partners first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $659K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Wealthcare Capital Partners held 12,014 shares of State Street Financial Select Sector SPDR ETF worth $644K as of Q2 2026.
  • Wealthcare Capital Partners bought 40 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.08K.
  • State Street Financial Select Sector SPDR ETF made up 0.27% of Wealthcare Capital Partners's portfolio in Q2 2026, its #77 holding.
  • Wealthcare Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthcare Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $659K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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