Wealthspire Advisors (New York)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$3.05M	Sell	61,733 -623	-1%	-$32.5K	0.02%	224
2025 Q4	$3.42M	Sell	62,356 -369	-0.6%	-$19.7K	0.03%	209
2025 Q3	$3.38M	Buy	62,725 +2,888	+5%	+$153K	0.02%	202
2025 Q2	$3.13M	Buy	59,837 +581	+1%	+$28.8K	0.02%	217
2025 Q1	$2.95M	Buy	59,256 +1,505	+3%	+$75.5K	0.02%	215
2024 Q4	$2.79M	Buy	57,751 +8,261	+17%	+$399K	0.03%	205
2024 Q3	$2.24M	Buy	49,490 +14,200	+40%	+$620K	0.02%	235
2024 Q2	$1.45M	Buy	35,290 +185	+0.5%	+$7.61K	0.02%	252
2024 Q1	$1.48M	Sell	35,105 -16,446	-32%	-$649K	0.02%	246
2023 Q4	$1.94M	Buy	51,551 +14,233	+38%	+$493K	0.03%	202
2023 Q3	$1.24M	Sell	37,318 -2,853	-7%	-$98.3K	0.02%	249
2023 Q2	$1.35M	Sell	40,171 -3,804	-9%	-$124K	0.02%	206
2023 Q1	$1.41M	Buy	43,975 +37	+0.1%	+$1.29K	0.02%	191
2022 Q4	$1.5M	Sell	43,938 -593	-1%	-$20.1K	0.03%	190
2022 Q3	$1.35M	Sell	44,531 -265	-0.6%	-$8.76K	0.03%	185
2022 Q2	$1.41M	Buy	44,796 +2,061	+5%	+$71.2K	0.03%	175
2022 Q1	$1.64M	Buy	42,735 +31	+0.1%	+$1.21K	0.04%	142
2021 Q4	$1.67M	Sell	42,704 -1,261	-3%	-$49.6K	0.04%	163
2021 Q3	$1.65M	Buy	43,965 +10,792	+33%	+$404K	0.03%	187
2021 Q2	$1.22M	Sell	33,173 -15,343	-32%	-$561K	0.03%	143
2021 Q1	$1.65M	Buy	48,516 +16,970	+54%	+$545K	0.04%	194
2020 Q4	$930K	Buy	31,546 +2,526	+9%	+$67.6K	0.03%	212
2020 Q3	$699K	Buy	29,020 +8,500	+41%	+$207K	0.04%	151
2020 Q2	$475K	Buy	20,520 +8,394	+69%	+$191K	0.03%	158
2020 Q1	$252K	Buy	12,126 +1,459	+14%	+$40.2K	0.01%	430
2019 Q4	$328K	Buy	+10,667	New	+$313K	0.02%	141

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s XLF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q1 2026, selling an estimated $32.5K and leaving 61,733 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #224.

Wealthspire Advisors (New York) first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.42M in Q4 2025. 1,842 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Wealthspire Advisors (New York) held 61,733 shares of State Street Financial Select Sector SPDR ETF worth $3.05M as of Q1 2026.
Wealthspire Advisors (New York) sold 623 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $32.5K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #224 holding.
Wealthspire Advisors (New York) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s State Street Financial Select Sector SPDR ETF position peaked at $3.42M in Q4 2025.
1,842 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.