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
2018 Q1	–	Sell	-32,181	Closed	-$1.86M	–	2334
2017 Q4	$1.86M	Sell	32,181 -5,364	-14%	-$144K	﹤0.01%	1762
2017 Q3	$2.29M	Buy	37,545 +17,983	+92%	+$449K	﹤0.01%	1686
2017 Q2	$1.26M	Buy	19,562 +5,667	+41%	+$134K	﹤0.01%	1823
2017 Q1	$945K	Sell	13,895 -10,226	-42%	-$245K	﹤0.01%	1934
2016 Q4	$482K	Sell	24,121 -14,315	-37%	-$307K	﹤0.01%	2012
2016 Q3	$227K	Buy	+38,436	New	+$793K	﹤0.01%	2120
2015 Q4	–	Sell	-169,808	Closed	-$472K	–	2256
2015 Q3	$472K	Sell	169,808 -326,651	-66%	-$6.92M	﹤0.01%	1960
2015 Q2	$11.1M	Buy	+496,459	New	+$10.7M	﹤0.01%	1199

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

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. 1,841 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.
1,841 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.