Winch Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Winch Advisory Services’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	$104K	Buy	1,933 +5	+0.3%	+$260	0.02%	144
2026 Q1	$95.2K	Buy	1,928 +8	+0.4%	+$417	0.02%	135
2025 Q4	$105K	Buy	1,920 +6	+0.3%	+$320	0.02%	128
2025 Q3	$103K	Buy	1,914 +5	+0.3%	+$265	0.02%	129
2025 Q2	$100K	Buy	1,909 +5	+0.3%	+$247	0.02%	126
2025 Q1	$94.8K	Buy	1,904 +5	+0.3%	+$251	0.03%	121
2024 Q4	$91.8K	Buy	1,899 +27	+1%	+$1.31K	0.02%	120
2024 Q3	$84.8K	Buy	1,872 +7	+0.4%	+$305	0.02%	124
2024 Q2	$76.7K	Buy	1,865 +8	+0.4%	+$329	0.02%	122
2024 Q1	$78.2K	Buy	1,857 +6	+0.3%	+$237	0.02%	119
2023 Q4	$69.6K	Buy	1,851 +10	+0.5%	+$346	0.02%	122
2023 Q3	$61K	Buy	1,841 +8	+0.4%	+$276	0.02%	124
2023 Q2	$62K	Buy	1,833 +8	+0.4%	+$261	0.02%	123
2023 Q1	$59K	Buy	1,825 +9	+0.5%	+$313	0.02%	122
2022 Q4	$62K	Buy	1,816 +11	+0.6%	+$372	0.03%	117
2022 Q3	$55K	Buy	1,805 +10	+0.6%	+$331	0.02%	112
2022 Q2	$56K	Buy	1,795 +9	+0.5%	+$311	0.02%	115
2022 Q1	$68K	Buy	1,786 +245	+16%	+$9.58K	0.02%	115
2021 Q4	$60K	Buy	1,541 +8	+0.5%	+$314	0.02%	125
2021 Q3	$58K	Buy	1,533 +6	+0.4%	+$224	0.02%	121
2021 Q2	$56K	Buy	1,527 +6	+0.4%	+$219	0.02%	123
2021 Q1	$52K	Buy	1,521 +69	+5%	+$2.22K	0.02%	122
2020 Q4	$43K	Buy	1,452 +7	+0.5%	+$187	0.02%	109
2020 Q3	$35K	Buy	1,445 +9	+0.6%	+$219	0.01%	112
2020 Q2	$33K	Buy	1,436 +9	+0.6%	+$204	0.02%	113
2020 Q1	$30K	Buy	1,427 +11	+0.8%	+$303	0.01%	111
2019 Q4	$44K	Buy	1,416 +7	+0.5%	+$205	0.02%	121
2019 Q3	$39K	Sell	1,409 -536	-28%	-$14.8K	0.02%	119
2019 Q2	$54K	Sell	1,945 -206	-10%	-$5.58K	0.03%	105
2019 Q1	$55K	Buy	2,151 +702	+48%	+$18.1K	0.03%	108
2018 Q4	$35K	Buy	1,449 +280	+24%	+$7.27K	0.02%	119
2018 Q3	$32K	Sell	1,169 -3,583	-75%	-$100K	0.02%	121
2018 Q2	$126K	Sell	4,752 -199,646	-98%	-$5.51M	0.07%	81
2018 Q1	$5.63M	Buy	204,398 +7,809	+4%	+$225K	3.3%	6
2017 Q4	$5.49M	Buy	196,589 +2,130	+1%	+$57.3K	3.3%	7
2017 Q3	$5.03M	Buy	194,459 +2,194	+1%	+$54.7K	3.27%	7
2017 Q2	$4.74M	Sell	192,265 -4,675	-2%	-$111K	2.98%	8
2017 Q1	$4.67M	Buy	196,940 +4,889	+3%	+$117K	2.97%	6
2016 Q4	$4.46M	Buy	192,051 +187,662	+4,276%	+$4.03M	3.07%	6
2016 Q3	$85K	Sell	4,389 -673	-13%	-$13.9K	0.07%	79
2016 Q2	$102K	Buy	+5,062	New	+$102K	0.12%	58
2015 Q4	–	Sell	-124	Closed	-$2K	–	285
2015 Q3	$2K	Sell	124 -54,464	-100%	-$1.15M	﹤0.01%	205
2015 Q2	$1.17M	Buy	+54,588	New	+$1.18M	0.64%	45

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 22.96% 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

Winch Advisory Services's XLF Position: Q2 2026 in Review

Winch Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.26% in Q2 2026, buying an estimated $260 and bringing the position to 1,933 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #144.

Winch Advisory Services first reported a position in XLF in Q2 2015 and has held it in 43 quarters since. The position peaked at $5.63M in Q1 2018. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Winch Advisory Services held 1,933 shares of State Street Financial Select Sector SPDR ETF worth $104K as of Q2 2026.
Winch Advisory Services bought 5 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $260.
State Street Financial Select Sector SPDR ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #144 holding.
Winch Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 43 quarters since.
Winch Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $5.63M in Q1 2018.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.