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 Q3	$239M	Sell	4,474,411 -4,187,610	-48%	-$237M	5.27%	6
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

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WestEnd Advisors's XLF Position: Q3 2026 in Review

WestEnd Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 48% in Q3 2026, selling an estimated $237M and leaving 4,474,411 shares worth $239M. The position accounts for 5.27% of the portfolio, ranked #6.

WestEnd Advisors first reported a position in XLF in Q1 2020 and has held it in 22 quarters since. The position peaked at $464M in Q2 2026. 766 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

WestEnd Advisors held 4,474,411 shares of State Street Financial Select Sector SPDR ETF worth $239M as of Q3 2026.
WestEnd Advisors sold 4,187,610 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $237M.
State Street Financial Select Sector SPDR ETF made up 5.27% of WestEnd Advisors's portfolio in Q3 2026, its #6 holding.
WestEnd Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 22 quarters since.
WestEnd Advisors's State Street Financial Select Sector SPDR ETF position peaked at $464M in Q2 2026.
766 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.