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Wealthstar Advisors’s
State Street Financial Select Sector SPDR ETF
XLF
Stock Holding History
Wealthstar 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
Q1
$929K
Sell
18,816
-866
-4%
-$45.1K
0.55%
55
2025
Q4
$1.08M
Sell
19,682
-1,273
-6%
-$67.8K
0.59%
42
2025
Q3
$1.13M
Buy
20,955
+2,622
+14%
+$139K
0.45%
53
2025
Q2
$960K
Buy
18,333
+1,262
+7%
+$62.5K
0.36%
54
2025
Q1
$850K
Buy
17,071
+916
+6%
+$45.9K
0.39%
57
2024
Q4
$781K
Buy
+16,155
New
+$781K
0.34%
55
2024
Q2
–
Sell
-12,276
Closed
-$525K
–
146
2024
Q1
$525K
Buy
12,276
+450
+4%
+$17.8K
0.18%
80
2023
Q4
$445K
Buy
11,826
+172
+1%
+$5.96K
0.17%
83
2023
Q3
$387K
Buy
11,654
+653
+6%
+$22.5K
0.17%
73
2023
Q2
$371K
Buy
11,001
+5
+0%
+$163
0.16%
55
2023
Q1
$354K
Buy
10,996
+4
+0%
+$139
0.15%
65
2022
Q4
$376K
Buy
10,992
+506
+5%
+$17.1K
0.17%
59
2022
Q3
$319K
Buy
10,486
+147
+1%
+$4.86K
0.15%
71
2022
Q2
$322K
Buy
10,339
+908
+10%
+$31.4K
0.14%
71
2022
Q1
$379K
Buy
9,431
+756
+9%
+$29.5K
0.14%
67
2021
Q4
$343K
Buy
8,675
+2,378
+38%
+$93.5K
0.12%
61
2021
Q3
$237K
Buy
+6,297
New
+$236K
0.09%
78
Other funds holding XLF
JP Morgan Chase
New York
$1.47T 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
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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