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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$648K Buy
12,079
+3,975
+49% +$207K 0.04% 107
2026
Q1
$400K Buy
8,104
+91
+1% +$4.74K 0.03% 120
2025
Q4
$439K Sell
8,013
-991
-11% -$52.8K 0.04% 113
2025
Q3
$485K Buy
9,004
+4
+0% +$212 0.04% 107
2025
Q2
$471K Buy
9,000
+2,226
+33% +$110K 0.05% 105
2025
Q1
$337K Buy
6,774
+1,146
+20% +$57.5K 0.04% 109
2024
Q4
$272K Buy
5,628
+617
+12% +$29.8K 0.03% 126
2024
Q3
$227K Sell
5,011
-186
-4% -$8.12K 0.03% 131
2024
Q2
$214K Buy
5,197
+38
+0.7% +$1.56K 0.03% 133
2024
Q1
$217K Buy
+5,159
New +$204K 0.03% 134
2023
Q3
Sell
-6,120
Closed -$206K 135
2023
Q2
$206K Buy
+6,120
New +$200K 0.03% 127
2023
Q1
Sell
-6,071
Closed -$208K 134
2022
Q4
$208K Sell
6,071
-801
-12% -$27.1K 0.04% 115
2022
Q3
$209K Buy
6,872
+83
+1% +$2.74K 0.04% 106
2022
Q2
$214K Buy
+6,789
New +$235K 0.05% 111
2022
Q1
Sell
-5,198
Closed -$203K 152
2021
Q4
$203K Buy
+5,198
New +$204K 0.04% 135

Other funds holding XLF

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

Winthrop Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 49% in Q2 2026, buying an estimated $207K and bringing the position to 12,079 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #107.

Winthrop Advisory Group first reported a position in XLF in Q4 2021 and has held it in 15 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Winthrop Advisory Group held 12,079 shares of State Street Financial Select Sector SPDR ETF worth $648K as of Q2 2026.
  • Winthrop Advisory Group bought 3,975 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $207K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #107 holding.
  • Winthrop Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.