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Wellington-Altus USA’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wellington-Altus USA’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 		$39.5K Sell
800
-200
-20% -$10.4K 0.03% 359
2026
Q1 		$53.6K Buy
1,000
+400
+67% +$20.8K 0.03% 326
2025
Q4 		$32.9K Buy
+600
New +$32K 0.02% 378

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington-Altus USA's XLF Position: Q2 2026 in Review

Wellington-Altus USA reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q2 2026, selling an estimated $10.4K and leaving 800 shares worth $39.5K. The position accounts for 0.03% of the portfolio, ranked #359.

Wellington-Altus USA first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.6K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Wellington-Altus USA held 800 shares of State Street Financial Select Sector SPDR ETF worth $39.5K as of Q2 2026.
  • Wellington-Altus USA sold 200 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #359 holding.
  • Wellington-Altus USA first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's State Street Financial Select Sector SPDR ETF position peaked at $53.6K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.