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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,200
Closed -$1K 430
2019
Q2
$1K Buy
+2,200
New +$59.6K ﹤0.01% 403

Other funds holding XLF

Western Wealth Management's XLF Position: Q2 2026 in Review

Western Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.6% in Q2 2026, buying an estimated $402K and bringing the position to 174,997 shares worth $9.38M. The position accounts for 0.31% of the portfolio, ranked #60.

Western Wealth Management first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Western Wealth Management held 174,997 shares of State Street Financial Select Sector SPDR ETF worth $9.38M as of Q2 2026.
  • Western Wealth Management bought 7,726 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $402K.
  • State Street Financial Select Sector SPDR ETF made up 0.31% of Western Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Western Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.