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

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 22.9% 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

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. 1,902 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.
1,902 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.