Westwood Holdings Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Westwood Holdings Group’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	$21.5M	Buy	+400,235	New	+$20.8M	0.16%	197
2025 Q2	–	Sell	-249,058	Closed	-$12.4M	–	522
2025 Q1	$12.4M	Sell	249,058 -5,533	-2%	-$278K	0.09%	199
2024 Q4	$12.3M	Sell	254,591 -3,194	-1%	-$154K	0.09%	210
2024 Q3	$11.7M	Buy	+257,785	New	+$11.2M	0.05%	252
2021 Q3	–	Sell	-5,692	Closed	-$209K	–	478
2021 Q2	$209K	Buy	+5,692	New	+$208K	﹤0.01%	431
2021 Q1	–	Sell	-12,802	Closed	-$377K	–	487
2020 Q4	$377K	Buy	+12,802	New	+$342K	﹤0.01%	385
2017 Q2	–	Sell	-11,452	Closed	-$272K	–	527
2017 Q1	$272K	Sell	11,452 -3,569	-24%	-$85.5K	﹤0.01%	372
2016 Q4	$350K	Sell	15,021 -220	-1%	-$4.72K	﹤0.01%	403
2016 Q3	$294K	Sell	15,241 -4,916	-24%	-$101K	﹤0.01%	411
2016 Q2	$404K	Sell	20,157 -6,276	-24%	-$127K	﹤0.01%	351
2016 Q1	$522K	Buy	+26,433	New	+$503K	﹤0.01%	337
2015 Q4	–	Sell	-32,185	Closed	-$640K	–	414
2015 Q3	$640K	Buy	32,185 +5,933	+23%	+$126K	0.01%	321
2015 Q2	$560K	Buy	+26,252	New	+$567K	﹤0.01%	329

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

Westwood Holdings Group's XLF Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 400,235 shares worth $21.5M. The stake represents 0.16% of the portfolio and ranks #197 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in XLF as recently as Q1 2025.

Westwood Holdings Group first reported a position in XLF in Q2 2015 and has held it in 13 quarters since. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Westwood Holdings Group held 400,235 shares of State Street Financial Select Sector SPDR ETF worth $21.5M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Westwood Holdings Group position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.16% of Westwood Holdings Group's portfolio in Q2 2026, its #197 holding.
Westwood Holdings Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 13 quarters since.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.