Wealthedge Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wealthedge Investment Advisors’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	$3.72M	Sell	69,435 -5,071	-7%	-$264K	1.27%	23
2026 Q1	$3.68M	Buy	74,506 +12,965	+21%	+$676K	1.35%	24
2025 Q4	$3.37M	Buy	61,541 +383	+0.6%	+$20.4K	1.25%	24
2025 Q3	$3.29M	Buy	61,158 +21,155	+53%	+$1.12M	1.25%	26
2025 Q2	$2.1M	Buy	40,003 +3,744	+10%	+$185K	0.87%	34
2025 Q1	$1.81M	Buy	36,259 +12,105	+50%	+$607K	0.81%	38
2024 Q4	$1.17M	Buy	+24,154	New	+$1.17M	0.53%	55

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

Wealthedge Investment Advisors's XLF Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.8% in Q2 2026, selling an estimated $264K and leaving 69,435 shares worth $3.72M. The position accounts for 1.27% of the portfolio, ranked #23.

Wealthedge Investment Advisors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wealthedge Investment Advisors held 69,435 shares of State Street Financial Select Sector SPDR ETF worth $3.72M as of Q2 2026.
Wealthedge Investment Advisors sold 5,071 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $264K.
State Street Financial Select Sector SPDR ETF made up 1.27% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #23 holding.
Wealthedge Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.