Windsor Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Windsor Advisory Group’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	–	Sell	-2,645	Closed	-$131K	–	111
2026 Q1	$131K	Sell	2,645 -2,091	-44%	-$109K	0.11%	59
2025 Q4	$259K	Hold	4,736	–	–	0.23%	50
2025 Q3	$255K	Buy	+4,736	New	+$251K	0.23%	54
2023 Q3	–	Sell	-133	Closed	-$4.48K	–	64
2023 Q2	$4.48K	Sell	133 -367	-73%	-$12K	0.01%	57
2023 Q1	$16.1K	Hold	500	–	–	0.04%	58
2022 Q4	$17.1K	Buy	+500	New	+$16.9K	0.05%	63

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

Windsor Advisory Group's XLF Position: Q2 2026 in Review

Windsor Advisory Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 2,645 shares — an estimated $131K sold.

Windsor Advisory Group first reported a position in XLF in Q4 2022 and held it in 6 quarters. The position peaked at $259K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Windsor Advisory Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Windsor Advisory Group sold 2,645 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $131K.
Windsor Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
Windsor Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $259K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.