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

West Paces 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	$32.2K	Hold	600	–	–	0.01%	317
2026 Q1	$29.6K	Sell	600 -93	-13%	-$4.85K	0.01%	186
2025 Q4	$38K	Buy	693 +93	+16%	+$4.96K	0.01%	178
2025 Q3	$32.3K	Hold	600	–	–	0.01%	170
2025 Q2	$31.4K	Hold	600	–	–	0.01%	178
2025 Q1	$29.9K	Hold	600	–	–	0.01%	272
2024 Q4	$29K	Hold	600	–	–	0.01%	281
2024 Q3	$27.2K	Hold	600	–	–	0.01%	282
2024 Q2	$24.7K	Hold	600	–	–	0.01%	280
2024 Q1	$25.3K	Hold	600	–	–	0.01%	290
2023 Q4	$22.6K	Hold	600	–	–	0.01%	291
2023 Q3	$19.9K	Sell	600 -1,000	-63%	-$34.5K	0.01%	296
2023 Q2	$53.9K	Hold	1,600	–	–	0.02%	215
2023 Q1	$51.4K	Sell	1,600 -200	-11%	-$6.95K	0.02%	220
2022 Q4	$61.6K	Hold	1,800	–	–	0.02%	207
2022 Q3	$54.6K	Hold	1,800	–	–	0.02%	209
2022 Q2	$56.6K	Hold	1,800	–	–	0.02%	208
2022 Q1	$69K	Sell	1,800 -500	-22%	-$19.5K	0.02%	206
2021 Q4	$89.8K	Hold	2,300	–	–	0.03%	183
2021 Q3	$86.3K	Hold	2,300	–	–	0.03%	173
2021 Q2	$84.4K	Sell	2,300 -500	-18%	-$18.3K	0.03%	161
2021 Q1	$95.3K	Hold	2,800	–	–	0.04%	145
2020 Q4	$82.5K	Hold	2,800	–	–	0.04%	150
2020 Q3	$67.4K	Sell	2,800 -100	-3%	-$2.43K	0.03%	153
2020 Q2	$67.1K	Sell	2,900 -17,727	-86%	-$403K	0.04%	159
2020 Q1	$429K	Buy	+20,627	New	+$568K	0.27%	65
2019 Q2	–	Sell	-149	Closed	-$3.82K	–	475
2019 Q1	$3.82K	Sell	149 -1,564	-91%	-$40.4K	﹤0.01%	404
2018 Q4	$40.8K	Sell	1,713 -4,418	-72%	-$115K	0.03%	187
2018 Q3	$169K	Buy	6,131 +1	+0%	+$28	0.12%	113
2018 Q2	$163K	Buy	6,130 +5,984	+4,099%	+$165K	0.12%	111
2018 Q1	$4.01K	Buy	146 +1	+0.7%	+$29	﹤0.01%	379
2017 Q4	$4.05K	Buy	+145	New	+$3.9K	﹤0.01%	396

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

West Paces Advisors's XLF Position: Q2 2026 in Review

West Paces Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 600 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #317.

West Paces Advisors first reported a position in XLF in Q4 2017 and has held it in 32 quarters since. The position peaked at $429K in Q1 2020. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

West Paces Advisors held 600 shares of State Street Financial Select Sector SPDR ETF worth $32.2K as of Q2 2026.
West Paces Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #317 holding.
West Paces Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
West Paces Advisors's State Street Financial Select Sector SPDR ETF position peaked at $429K in Q1 2020.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.