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 Q3	$2.69M	Buy	50,351 +18,722	+59%	+$1.06M	0.44%	30
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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Whitaker-Myers Wealth Managers's XLF Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 59% in Q3 2026, buying an estimated $1.06M and bringing the position to 50,351 shares worth $2.69M. The position accounts for 0.44% of the portfolio, ranked #30.

Whitaker-Myers Wealth Managers first reported a position in XLF in Q1 2024 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Whitaker-Myers Wealth Managers held 50,351 shares of State Street Financial Select Sector SPDR ETF worth $2.69M as of Q3 2026.
Whitaker-Myers Wealth Managers bought 18,722 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $1.06M.
State Street Financial Select Sector SPDR ETF made up 0.44% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #30 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 11 quarters since.
206 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.