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

Westwood 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	–	Sell	-5,724	Closed	-$314K	–	124
2025 Q4	$314K	Buy	+5,724	New	+$305K	0.24%	80
2022 Q1	–	Sell	-7,925	Closed	-$309K	–	62
2021 Q4	$309K	Buy	+7,925	New	+$312K	0.13%	42

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 $424B AUM 22.96% 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

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

Westwood Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 5,724 shares — an estimated $314K sold.

Westwood Wealth Management first reported a position in XLF in Q4 2021 and held it in 2 quarters. The position peaked at $314K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Westwood Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 5,724 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $314K.
Westwood Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Westwood Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $314K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.