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 Q2	$950K	Hold	17,725	–	–	0.56%	46
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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wilson & Boucher Capital Management's XLF Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 17,725 shares worth $950K. The position accounts for 0.56% of the portfolio, ranked #46.

Wilson & Boucher Capital Management first reported a position in XLF in Q1 2022 and has held it in 18 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wilson & Boucher Capital Management held 17,725 shares of State Street Financial Select Sector SPDR ETF worth $950K as of Q2 2026.
Wilson & Boucher Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.56% of Wilson & Boucher Capital Management's portfolio in Q2 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 18 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.