Whitaker-Myers Wealth Managers’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
2026
Q2
$1.7M Sell
31,629
-19,746
-38% -$1.03M 0.28% 60
2026
Q1
$2.54M Buy
51,375
+46,032
+862% +$2.4M 0.51% 27
2025
Q4
$293K Sell
5,343
-34,272
-87% -$1.83M 0.06% 105
2025
Q3
$2.13M Buy
39,615
+14,113
+55% +$748K 0.47% 33
2025
Q2
$1.34M Buy
25,502
+4,608
+22% +$228K 0.34% 33
2025
Q1
$1.04M Buy
20,894
+3,563
+21% +$179K 0.29% 41
2024
Q4
$838K Sell
17,331
-8,129
-32% -$393K 0.24% 45
2024
Q3
$1.15M Buy
25,460
+2,057
+9% +$89.8K 0.38% 38
2024
Q2
$962K Buy
23,403
+3,270
+16% +$135K 0.36% 41
2024
Q1
$848K Buy
+20,133
New +$795K 0.36% 47

Other funds holding XLF

Whitaker-Myers Wealth Managers's XLF Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 38% in Q2 2026, selling an estimated $1.03M and leaving 31,629 shares worth $1.7M. The position accounts for 0.28% of the portfolio, ranked #60.

Whitaker-Myers Wealth Managers first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.54M in Q1 2026. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 31,629 shares of State Street Financial Select Sector SPDR ETF worth $1.7M as of Q2 2026.
  • Whitaker-Myers Wealth Managers sold 19,746 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.03M.
  • State Street Financial Select Sector SPDR ETF made up 0.28% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #60 holding.
  • Whitaker-Myers Wealth Managers first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Whitaker-Myers Wealth Managers's State Street Financial Select Sector SPDR ETF position peaked at $2.54M in Q1 2026.
  • 1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.