WealthGarden F.S.’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WealthGarden F.S.’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	$1.43M	Sell	26,640 -14,351	-35%	-$746K	0.81%	35
2026 Q1	$2.02M	Sell	40,991 -2,849	-6%	-$148K	1.38%	18
2025 Q4	$2.34M	Buy	43,840 +5,899	+16%	+$314K	1.54%	21
2025 Q3	$2M	Buy	37,941 +7,775	+26%	+$412K	1.43%	19
2025 Q2	$1.58M	Sell	30,166 -7,517	-20%	-$372K	1.31%	20
2025 Q1	$1.88M	Buy	37,683 +211	+0.6%	+$10.6K	1.8%	12
2024 Q4	$1.81M	Buy	37,472 +9,146	+32%	+$442K	1.69%	16
2024 Q3	$1.28M	Buy	28,326 +14,809	+110%	+$646K	1.25%	22
2024 Q2	$556K	Buy	+13,517	New	+$556K	0.59%	58

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

WealthGarden F.S.'s XLF Position: Q2 2026 in Review

WealthGarden F.S. reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 35% in Q2 2026, selling an estimated $746K and leaving 26,640 shares worth $1.43M. The position accounts for 0.81% of the portfolio, ranked #35.

WealthGarden F.S. first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

WealthGarden F.S. held 26,640 shares of State Street Financial Select Sector SPDR ETF worth $1.43M as of Q2 2026.
WealthGarden F.S. sold 14,351 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $746K.
State Street Financial Select Sector SPDR ETF made up 0.81% of WealthGarden F.S.'s portfolio in Q2 2026, its #35 holding.
WealthGarden F.S. first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s State Street Financial Select Sector SPDR ETF position peaked at $2.34M in Q4 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.