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 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 $1.56T 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Weaver Consulting Group's XLF Position: Q1 2026 in Review

Weaver Consulting Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.9% in Q1 2026, buying an estimated $4.22K and bringing the position to 4,429 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #261.

Weaver Consulting Group first reported a position in XLF in Q1 2019 and has held it in 9 quarters since. The position peaked at $238K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Weaver Consulting Group held 4,429 shares of State Street Financial Select Sector SPDR ETF worth $219K as of Q1 2026.
Weaver Consulting Group bought 81 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.22K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Weaver Consulting Group's portfolio in Q1 2026, its #261 holding.
Weaver Consulting Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 9 quarters since.
Weaver Consulting Group's State Street Financial Select Sector SPDR ETF position peaked at $238K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.