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

Westbourne Investment 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	$1.52M	Buy	28,436 +120	+0.4%	+$6.24K	0.42%	42
2026 Q1	$1.4M	Buy	28,316 +985	+4%	+$51.3K	0.41%	43
2025 Q4	$1.5M	Sell	27,331 -1,785	-6%	-$95.1K	0.41%	42
2025 Q3	$1.57M	Buy	29,116 +3,295	+13%	+$175K	0.44%	39
2025 Q2	$1.35M	Buy	25,821 +657	+3%	+$32.5K	0.41%	43
2025 Q1	$1.25M	Buy	25,164 +1,560	+7%	+$78.2K	0.45%	43
2024 Q4	$1.14M	Sell	23,604 -727	-3%	-$35.2K	0.39%	45
2024 Q3	$1.1M	Buy	24,331 +429	+2%	+$18.7K	0.39%	47
2024 Q2	$983K	Buy	23,902 +2,303	+11%	+$94.8K	0.36%	48
2024 Q1	$910K	Buy	21,599 +551	+3%	+$21.8K	0.33%	50
2023 Q4	$791K	Sell	21,048 -8	-0%	-$277	0.32%	53
2023 Q3	$698K	Buy	21,056 +4,749	+29%	+$164K	0.32%	53
2023 Q2	$550K	Buy	16,307 +713	+5%	+$23.3K	0.25%	64
2023 Q1	$501K	Buy	15,594 +3,259	+26%	+$113K	0.24%	66
2022 Q4	$422K	Buy	12,335 +53	+0.4%	+$1.79K	0.21%	69
2022 Q3	$373K	Buy	12,282 +149	+1%	+$4.92K	0.2%	69
2022 Q2	$382K	Sell	12,133 -875	-7%	-$30.2K	0.24%	64
2022 Q1	$498K	Sell	13,008 -1,348	-9%	-$52.7K	0.21%	69
2021 Q4	$561K	Buy	14,356 +504	+4%	+$19.8K	0.22%	64
2021 Q3	$520K	Sell	13,852 -6,805	-33%	-$255K	0.24%	57
2021 Q2	$758K	Buy	20,657 +1,767	+9%	+$64.6K	0.34%	51
2021 Q1	$643K	Sell	18,890 -3,981	-17%	-$128K	0.32%	53
2020 Q4	$674K	Buy	+22,871	New	+$612K	0.39%	48
2020 Q2	–	Sell	-16,222	Closed	-$338K	–	86
2020 Q1	$338K	Sell	16,222 -1,087	-6%	-$29.9K	0.31%	62
2019 Q4	$533K	Buy	17,309 +3,095	+22%	+$90.8K	0.36%	62
2019 Q3	$398K	Buy	14,214 +6,149	+76%	+$170K	0.3%	70
2019 Q2	$223K	Buy	+8,065	New	+$218K	0.18%	86
2018 Q4	–	Sell	-5,092	Closed	-$140K	–	157
2018 Q3	$140K	Buy	+5,092	New	+$142K	0.1%	115

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

Westbourne Investment Advisors's XLF Position: Q2 2026 in Review

Westbourne Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.42% in Q2 2026, buying an estimated $6.24K and bringing the position to 28,436 shares worth $1.52M. The position accounts for 0.42% of the portfolio, ranked #42.

Westbourne Investment Advisors first reported a position in XLF in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.57M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Westbourne Investment Advisors held 28,436 shares of State Street Financial Select Sector SPDR ETF worth $1.52M as of Q2 2026.
Westbourne Investment Advisors bought 120 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.24K.
State Street Financial Select Sector SPDR ETF made up 0.42% of Westbourne Investment Advisors's portfolio in Q2 2026, its #42 holding.
Westbourne Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 28 quarters since.
Westbourne Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.57M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.