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	$4.83M	Buy	+13,382,000	New	+$697M	﹤0.01%	1410
2025 Q4	–	Sell	-8,743	Closed	-$595K	–	2102
2025 Q3	$595K	Sell	8,743 -15,868,257	-100%	-$841M	﹤0.01%	1861
2025 Q2	$7.85M	Buy	+15,877,000	New	+$786M	﹤0.01%	1274
2025 Q1	–	Sell	-7,814,250	Closed	-$1.91M	–	2063
2024 Q4	$1.91M	Sell	7,814,250 -2,616,750	-25%	-$127M	﹤0.01%	1574
2024 Q3	$5.01M	Sell	10,431,000 -5,239,921	-33%	-$229M	﹤0.01%	1329
2024 Q2	$8.77M	Buy	15,670,921 +10,342,930	+194%	+$426M	﹤0.01%	1189
2024 Q1	$1.44M	Buy	+5,327,991	New	+$210M	﹤0.01%	1596
2018 Q1	–	Sell	-165,930	Closed	-$1.37M	–	2336
2017 Q4	$1.37M	Sell	165,930 -212,005	-56%	-$5.7M	﹤0.01%	1830
2017 Q3	$3.44M	Sell	377,935 -1,467,786	-80%	-$36.6M	﹤0.01%	1584
2017 Q2	$4.87M	Sell	1,845,721 -20,510,002	-92%	-$487M	﹤0.01%	1438
2017 Q1	$12.6M	Buy	22,355,723 +22,307,296	+46,064%	+$534M	﹤0.01%	1175
2016 Q4	$2.09M	Sell	48,427 -23,539,413	-100%	-$505M	﹤0.01%	1672
2016 Q3	$6.65M	Buy	23,587,840 +23,541,135	+50,404%	+$486M	﹤0.01%	1299
2016 Q2	$3.73M	Sell	46,705 -393,402	-89%	-$7.96M	﹤0.01%	1439
2016 Q1	$14.6M	Sell	440,107 -86,780	-16%	-$1.65M	﹤0.01%	1022
2015 Q4	$17M	Sell	526,887 -3,465	-0.7%	-$73K	﹤0.01%	1013
2015 Q3	$45.1M	Buy	530,352 +13,359	+3%	+$283K	0.01%	705
2015 Q2	$29.7M	Sell	516,993 -120,168	-19%	-$2.59M	0.01%	879
2015 Q1	$11M	Buy	+637,161	New	+$13.5M	﹤0.01%	1213

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.