Weaver Consulting Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Weaver Consulting Group’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	$237K	Hold	4,429	–	–	0.05%	263
2026 Q1	$219K	Buy	4,429 +81	+2%	+$4.22K	0.05%	261
2025 Q4	$238K	Buy	+4,348	New	+$232K	0.06%	245
2020 Q4	–	Sell	-1,600	Closed	-$39K	–	921
2020 Q3	$39K	Buy	1,600 +150	+10%	+$3.65K	0.02%	295
2020 Q2	$34K	Hold	1,450	–	–	0.02%	308
2020 Q1	$30K	Hold	1,450	–	–	0.02%	278
2019 Q4	$41K	Hold	1,450	–	–	0.02%	262
2019 Q3	$41K	Hold	1,450	–	–	0.02%	249
2019 Q2	$40K	Sell	1,450 -275	-16%	-$7.45K	0.02%	246
2019 Q1	$47K	Buy	+1,725	New	+$44.5K	0.01%	495

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

Weaver Consulting Group's XLF Position: Q2 2026 in Review

Weaver Consulting Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,429 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #263.

Weaver Consulting Group first reported a position in XLF in Q1 2019 and has held it in 10 quarters since. The position peaked at $238K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Weaver Consulting Group held 4,429 shares of State Street Financial Select Sector SPDR ETF worth $237K as of Q2 2026.
Weaver Consulting Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of Weaver Consulting Group's portfolio in Q2 2026, its #263 holding.
Weaver Consulting Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 10 quarters since.
Weaver Consulting Group's State Street Financial Select Sector SPDR ETF position peaked at $238K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.