Wellington Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wellington Management 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	$205K	Sell	4,147 -1,814	-30%	-$94.5K	﹤0.01%	1840
2025 Q4	$326K	Sell	5,961 -1,068,340	-99%	-$56.9M	﹤0.01%	1851
2025 Q3	$57.9M	Buy	1,074,301 +1,040,796	+3,106%	+$55.1M	0.01%	689
2025 Q2	$1.75M	Sell	33,505 -5,062	-13%	-$251K	﹤0.01%	1606
2025 Q1	$1.92M	Sell	38,567 -16,804	-30%	-$843K	﹤0.01%	1571
2024 Q4	$2.68M	Sell	55,371 -6,082	-10%	-$294K	﹤0.01%	1504
2024 Q3	$2.79M	Buy	+61,453	New	+$2.68M	﹤0.01%	1469
2023 Q1	–	Sell	-533,590	Closed	-$18.2M	–	2114
2022 Q4	$18.2M	Buy	+533,590	New	+$18M	﹤0.01%	940
2022 Q1	–	Sell	-127,914	Closed	-$5M	–	2243
2021 Q4	$5M	Hold	127,914	–	–	﹤0.01%	1461
2021 Q3	$4.8M	Buy	127,914 +4,915	+4%	+$184K	﹤0.01%	1517
2021 Q2	$4.51M	Buy	122,999 +4,094	+3%	+$150K	﹤0.01%	1531
2021 Q1	$4.05M	Sell	118,905 -14,247	-11%	-$458K	﹤0.01%	1470
2020 Q4	$3.92M	Buy	+133,152	New	+$3.56M	﹤0.01%	1360
2020 Q1	–	Sell	-419,009	Closed	-$12.9M	–	2066
2019 Q4	$12.9M	Sell	419,009 -349,051	-45%	-$10.2M	﹤0.01%	1100
2019 Q3	$21.5M	Buy	768,060 +642,395	+511%	+$17.7M	﹤0.01%	944
2019 Q2	$3.47M	Buy	+125,665	New	+$3.4M	﹤0.01%	1463
2018 Q1	–	Sell	-697,407	Closed	-$19.5M	–	2335
2017 Q4	$19.5M	Sell	697,407 -48,021	-6%	-$1.29M	﹤0.01%	1076
2017 Q3	$19.3M	Sell	745,428 -195,574	-21%	-$4.88M	﹤0.01%	1071
2017 Q2	$23.2M	Buy	941,002 +70,874	+8%	+$1.68M	0.01%	978
2017 Q1	$20.6M	Buy	+870,128	New	+$20.8M	0.01%	1019
2016 Q1	–	Sell	-81,335	Closed	-$1.55M	–	2244
2015 Q4	$1.7M	Buy	+81,335	New	+$1.71M	﹤0.01%	1665

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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wellington Management Group's XLF Position: Q1 2026 in Review

Wellington Management Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 30% in Q1 2026, selling an estimated $94.5K and leaving 4,147 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Wellington Management Group first reported a position in XLF in Q4 2015 and has held it in 21 quarters since. The position peaked at $57.9M in Q3 2025. 1,843 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Wellington Management Group held 4,147 shares of State Street Financial Select Sector SPDR ETF worth $205K as of Q1 2026.
Wellington Management Group sold 1,814 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $94.5K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1840 holding.
Wellington Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 21 quarters since.
Wellington Management Group's State Street Financial Select Sector SPDR ETF position peaked at $57.9M in Q3 2025.
1,843 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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