WealthCare Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WealthCare Investment 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	$200K	Buy	+3,738	New	+$194K	0.05%	201
2023 Q3	–	Sell	-6,826	Closed	-$231K	–	124
2023 Q2	$231K	Sell	6,826 -7,555	-53%	-$247K	0.14%	109
2023 Q1	$462K	Sell	14,381 -6,352	-31%	-$221K	0.28%	75
2022 Q4	$709K	Sell	20,733 -14,607	-41%	-$494K	0.48%	51
2022 Q3	$1.07M	Sell	35,340 -2,454	-6%	-$81.1K	0.89%	33
2022 Q2	$1.19M	Sell	37,794 -4,048	-10%	-$140K	1.02%	31
2022 Q1	$1.56M	Buy	41,842 +6,276	+18%	+$245K	1.39%	18
2021 Q4	$1.39M	Buy	+35,566	New	+$1.4M	1.34%	22

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

WealthCare Investment Partners's XLF Position: Q2 2026 in Review

WealthCare Investment Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,738 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings. This is a return to the name: WealthCare Investment Partners previously reported a position in XLF as recently as Q2 2023.

WealthCare Investment Partners first reported a position in XLF in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.56M in Q1 2022. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

WealthCare Investment Partners held 3,738 shares of State Street Financial Select Sector SPDR ETF worth $200K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new WealthCare Investment Partners position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of WealthCare Investment Partners's portfolio in Q2 2026, its #201 holding.
WealthCare Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
WealthCare Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.56M in Q1 2022.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.