Whitaker-Myers Wealth Managers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Whitaker-Myers Wealth Managers’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	$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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return