WESPAC Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WESPAC Advisors’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	$1.06M	Buy	+19,768	New	+$1.03M	0.52%	55
2021 Q2	–	Sell	-8,437	Closed	-$287K	–	174
2021 Q1	$287K	Buy	+8,437	New	+$271K	0.21%	126
2014 Q1	–	Sell	-85,013	Closed	-$1.63M	–	158
2013 Q4	$1.63M	Buy	85,013 +18,522	+28%	+$341K	1.36%	19
2013 Q3	$1.16M	Buy	66,491 +4,641	+8%	+$82.3K	1.35%	23
2013 Q2	$1.06M	Buy	+61,850	New	+$1.04M	1.6%	22

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WESPAC Advisors's XLF Position: Q2 2026 in Review

WESPAC Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 19,768 shares worth $1.06M. The stake represents 0.52% of the portfolio and ranks #55 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in XLF as recently as Q1 2021.

WESPAC Advisors first reported a position in XLF in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2013. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

WESPAC Advisors held 19,768 shares of State Street Financial Select Sector SPDR ETF worth $1.06M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new WESPAC Advisors position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.52% of WESPAC Advisors's portfolio in Q2 2026, its #55 holding.
WESPAC Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 5 quarters since.
WESPAC Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.63M in Q4 2013.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.