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

WestEnd 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 		$464M Buy
8,662,021
+898,396
+12% +$46.7M 10.35% 2
2026
Q1 		$383M Sell
7,763,625
-195,832
-2% -$10.2M 9.25% 2
2025
Q4 		$436M Buy
7,959,457
+1,819,341
+30% +$96.9M 10.15% 2
2025
Q3 		$331M Buy
6,140,116
+158,493
+3% +$8.4M 7.73% 3
2025
Q2 		$313M Sell
5,981,623
-1,947,140
-25% -$96.4M 7.77% 4
2025
Q1 		$395M Sell
7,928,763
-346,293
-4% -$17.4M 10.48% 3
2024
Q4 		$400M Buy
8,275,056
+1,796,741
+28% +$86.9M 10.18% 2
2024
Q3 		$294M Buy
6,478,315
+2,153,402
+50% +$94M 7.2% 5
2024
Q2 		$178M Buy
4,324,913
+925,035
+27% +$38.1M 4.59% 7
2024
Q1 		$143M Buy
3,399,878
+3,397,910
+172,658% +$134M 3.71% 8
2023
Q4 		$74K Buy
1,968
+1,180
+150% +$40.9K ﹤0.01% 52
2023
Q3 		$26.1K Buy
+788
New +$27.2K ﹤0.01% 55
2023
Q1 		– Sell
-2,567
Closed -$89.2K – 49
2022
Q4 		$87.8K Sell
2,567
-2,252
-47% -$76.2K ﹤0.01% 54
2022
Q3 		$146K Sell
4,819
-9,120
-65% -$301K ﹤0.01% 52
2022
Q2 		$438K Buy
+13,939
New +$482K 0.01% 42
2022
Q1 		– Sell
-5,983,280
Closed -$234M – 4
2021
Q4 		$234M Buy
+5,983,280
New +$235M 6.36% 6
2021
Q3 		– Hold
0
– – – 4
2021
Q2 		– Sell
-4,341,583
Closed -$159M – 6
2021
Q1 		$148M Buy
4,341,583
+690,496
+19% +$22.2M 5.93% 5
2020
Q4 		$108M Buy
3,651,087
+295,218
+9% +$7.9M 5.44% 3
2020
Q3 		$80.8M Buy
3,355,869
+372,404
+12% +$9.06M 4.76% 5
2020
Q2 		$69M Buy
2,983,465
+1,737,564
+139% +$39.5M 4.63% 5
2020
Q1 		$25.9M Buy
+1,245,901
New +$34.3M 2.17% 28

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WestEnd Advisors's XLF Position: Q2 2026 in Review

WestEnd Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, buying an estimated $46.7M and bringing the position to 8,662,021 shares worth $464M. The position accounts for 10.35% of the portfolio, ranked #2.

WestEnd Advisors first reported a position in XLF in Q1 2020 and has held it in 21 quarters since. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • WestEnd Advisors held 8,662,021 shares of State Street Financial Select Sector SPDR ETF worth $464M as of Q2 2026.
  • WestEnd Advisors bought 898,396 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $46.7M.
  • State Street Financial Select Sector SPDR ETF made up 10.35% of WestEnd Advisors's portfolio in Q2 2026, its #2 holding.
  • WestEnd Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 21 quarters since.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.