Wilson & Boucher Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wilson & Boucher Capital 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	$875K	Buy	17,725 +500	+3%	+$26.1K	0.58%	46
2025 Q4	$943K	Buy	17,225 +750	+5%	+$40K	0.62%	44
2025 Q3	$888K	Sell	16,475 -650	-4%	-$34.4K	0.58%	47
2025 Q2	$897K	Buy	17,125 +1,000	+6%	+$49.5K	0.63%	45
2025 Q1	$803K	Buy	16,125 +3,475	+27%	+$174K	0.6%	51
2024 Q4	$611K	Buy	12,650 +4,800	+61%	+$232K	0.43%	64
2024 Q3	$356K	Buy	7,850 +1,350	+21%	+$58.9K	0.25%	88
2024 Q2	$267K	Hold	6,500	–	–	0.2%	97
2024 Q1	$274K	Hold	6,500	–	–	0.22%	97
2023 Q4	$244K	Hold	6,500	–	–	0.21%	97
2023 Q3	$216K	Hold	6,500	–	–	0.2%	100
2023 Q2	$219K	Sell	6,500 -500	-7%	-$16.3K	0.2%	100
2023 Q1	$225K	Hold	7,000	–	–	0.22%	98
2022 Q4	$239K	Sell	7,000 -700	-9%	-$23.7K	0.25%	86
2022 Q3	$234K	Hold	7,700	–	–	0.27%	82
2022 Q2	$242K	Hold	7,700	–	–	0.27%	87
2022 Q1	$295K	Buy	+7,700	New	+$301K	0.27%	85

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 22.94% 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

Wilson & Boucher Capital Management's XLF Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q1 2026, buying an estimated $26.1K and bringing the position to 17,725 shares worth $875K. The position accounts for 0.58% of the portfolio, ranked #46.

Wilson & Boucher Capital Management first reported a position in XLF in Q1 2022 and has held it in 17 quarters since. The position peaked at $943K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Wilson & Boucher Capital Management held 17,725 shares of State Street Financial Select Sector SPDR ETF worth $875K as of Q1 2026.
Wilson & Boucher Capital Management bought 500 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $26.1K.
State Street Financial Select Sector SPDR ETF made up 0.58% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #46 holding.
Wilson & Boucher Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Wilson & Boucher Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $943K 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 Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.