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

Whalen 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	-7,163	Closed	-$392K	–	234
2025 Q4	$392K	Buy	7,163 +366	+5%	+$19.5K	0.21%	138
2025 Q3	$366K	Buy	+6,797	New	+$360K	0.21%	113
2025 Q2	–	Sell	-103,875	Closed	-$5.17M	–	230
2025 Q1	$5.17M	Buy	+103,875	New	+$5.21M	3.45%	5
2024 Q4	–	Sell	-5,728	Closed	-$260K	–	179
2024 Q3	$260K	Buy	5,728 +59	+1%	+$2.57K	0.18%	94
2024 Q2	$233K	Sell	5,669 -544	-9%	-$22.4K	0.18%	93
2024 Q1	$262K	Buy	6,213 +817	+15%	+$32.3K	0.19%	77
2023 Q4	$203K	Buy	+5,396	New	+$187K	0.18%	102

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

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

Whalen Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 7,163 shares — an estimated $392K sold.

Whalen Wealth Management first reported a position in XLF in Q4 2023 and held it in 7 quarters. The position peaked at $5.17M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Whalen Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 7,163 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $392K.
Whalen Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
Whalen Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $5.17M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.