Western Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Western Wealth Management’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 Q1	$8.26M	Buy	167,271 +27,014	+19%	+$1.41M	0.31%	54
2025 Q4	$7.68M	Buy	140,257 +2,486	+2%	+$132K	0.35%	50
2025 Q3	$7.42M	Sell	137,771 -1,374	-1%	-$72.8K	0.39%	45
2025 Q2	$7.29M	Buy	139,145 +1,999	+1%	+$98.9K	0.43%	40
2025 Q1	$6.83M	Buy	137,146 +13,619	+11%	+$683K	0.45%	45
2024 Q4	$5.97M	Sell	123,527 -15,000	-11%	-$725K	0.39%	46
2024 Q3	$6.28M	Buy	138,527 +28,050	+25%	+$1.22M	0.36%	53
2024 Q2	$4.54M	Buy	110,477 +998	+0.9%	+$41.1K	0.34%	57
2024 Q1	$4.61M	Buy	109,479 +969	+0.9%	+$38.3K	0.36%	58
2023 Q4	$4.08M	Buy	108,510 +18,209	+20%	+$630K	0.29%	74
2023 Q3	$3M	Buy	90,301 +860	+1%	+$29.6K	0.25%	79
2023 Q2	$3.02M	Buy	89,441 +3,525	+4%	+$115K	0.26%	85
2023 Q1	$2.76M	Buy	85,916 +7,123	+9%	+$248K	0.26%	94
2022 Q4	$2.69M	Sell	78,793 -78,680	-50%	-$2.66M	0.28%	94
2022 Q3	$4.78M	Sell	157,473 -16,692	-10%	-$552K	0.27%	80
2022 Q2	$5.49M	Sell	174,165 -40,664	-19%	-$1.41M	0.31%	69
2022 Q1	$8.23M	Buy	214,829 +125,344	+140%	+$4.9M	0.4%	48
2021 Q4	$3.5M	Buy	+89,485	New	+$3.52M	0.35%	59
2021 Q2	$2.56M	Buy	69,815 +25,157	+56%	+$920K	0.26%	88
2021 Q1	$1.52M	Buy	44,658 +10,831	+32%	+$348K	0.2%	116
2020 Q4	$997K	Sell	33,827 -2,379	-7%	-$63.6K	0.15%	157
2020 Q3	$872K	Sell	36,206 -3,560	-9%	-$86.6K	0.14%	162
2020 Q2	$920K	Sell	39,766 -6,635	-14%	-$151K	0.17%	139
2020 Q1	$961K	Sell	46,401 -14,671	-24%	-$404K	0.22%	109
2019 Q4	$1.88M	Sell	61,072 -4,731	-7%	-$139K	0.28%	81
2019 Q3	$1.77M	Sell	65,803 -780	-1%	-$21.5K	0.37%	61
2019 Q2	$1.84M	Buy	66,583 +1,736	+3%	+$47K	0.24%	86
2019 Q1	$1.67M	Sell	64,847 -7,212	-10%	-$186K	0.37%	63
2018 Q4	$1.72M	Buy	+72,059	New	+$1.87M	0.46%	44

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's XLF Position: Q1 2026 in Review

Western Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q1 2026, buying an estimated $1.41M and bringing the position to 167,271 shares worth $8.26M. The position accounts for 0.31% of the portfolio, ranked #54.

Western Wealth Management first reported a position in XLF in Q4 2018 and has held it in 29 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Western Wealth Management held 167,271 shares of State Street Financial Select Sector SPDR ETF worth $8.26M as of Q1 2026.
Western Wealth Management bought 27,014 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.41M.
State Street Financial Select Sector SPDR ETF made up 0.31% of Western Wealth Management's portfolio in Q1 2026, its #54 holding.
Western Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.