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 Q3	$215K	Sell	4,029 -400	-9%	-$22.7K	0.04%	287
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Weaver Consulting Group's XLF Position: Q3 2026 in Review

Weaver Consulting Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9% in Q3 2026, selling an estimated $22.7K and leaving 4,029 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #287.

Weaver Consulting Group first reported a position in XLF in Q1 2019 and has held it in 11 quarters since. The position peaked at $238K in Q4 2025. 1,154 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Weaver Consulting Group held 4,029 shares of State Street Financial Select Sector SPDR ETF worth $215K as of Q3 2026.
Weaver Consulting Group sold 400 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $22.7K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Weaver Consulting Group's portfolio in Q3 2026, its #287 holding.
Weaver Consulting Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 11 quarters since.
Weaver Consulting Group's State Street Financial Select Sector SPDR ETF position peaked at $238K in Q4 2025.
1,154 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.