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 Q2	$975K	Sell	18,196 -620	-3%	-$32.2K	0.28%	54
2026 Q1	$929K	Sell	18,816 -866	-4%	-$45.1K	0.44%	55
2025 Q4	$1.08M	Sell	19,682 -1,273	-6%	-$67.8K	0.47%	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	–	142
2024 Q1	$525K	Buy	12,276 +450	+4%	+$17.8K	0.18%	80
2023 Q4	$445K	Buy	11,826 +172	+1%	+$5.96K	0.07%	83
2023 Q3	$387K	Buy	11,654 +653	+6%	+$22.5K	0.15%	73
2023 Q2	$371K	Buy	11,001 +5	+0%	+$163	0.16%	55
2023 Q1	$354K	Buy	10,996 +4	+0%	+$139	0.13%	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	0.12%	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	0.07%	78

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

Wealthstar Advisors's XLF Position: Q2 2026 in Review

Wealthstar Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.3% in Q2 2026, selling an estimated $32.2K and leaving 18,196 shares worth $975K. The position accounts for 0.28% of the portfolio, ranked #54.

Wealthstar Advisors first reported a position in XLF in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q3 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wealthstar Advisors held 18,196 shares of State Street Financial Select Sector SPDR ETF worth $975K as of Q2 2026.
Wealthstar Advisors sold 620 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $32.2K.
State Street Financial Select Sector SPDR ETF made up 0.28% of Wealthstar Advisors's portfolio in Q2 2026, its #54 holding.
Wealthstar Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
Wealthstar Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.13M in Q3 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.