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Wolff Wiese Magana’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wolff Wiese Magana’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 		$967K Sell
18,033
-708
-4% -$36.8K 0.44% 64
2026
Q1 		$925K Sell
18,741
-1,320
-7% -$68.8K 0.51% 58
2025
Q4 		$1.1M Sell
20,061
-491
-2% -$26.2K 0.6% 51
2025
Q3 		$1.11M Buy
20,552
+15,934
+345% +$844K 0.63% 54
2025
Q2 		$242K Buy
4,618
+62
+1% +$3.07K 0.15% 98
2025
Q1 		$227K Buy
4,556
+42
+0.9% +$2.11K 0.15% 92
2024
Q4 		$218K Sell
4,514
-91
-2% -$4.4K 0.14% 99
2024
Q3 		$209K Sell
4,605
-200
-4% -$8.73K 0.14% 99
2024
Q2 		$198K Sell
4,805
-450
-9% -$18.5K 0.16% 87
2024
Q1 		$221K Sell
5,255
-100
-2% -$3.95K 0.19% 82
2023
Q4 		$201K Sell
5,355
-138
-3% -$4.78K 0.19% 83
2023
Q3 		$182K Sell
5,493
-162
-3% -$5.58K 0.15% 100
2023
Q2 		$191K Sell
5,655
-1,236
-18% -$40.3K 0.15% 98
2023
Q1 		$222K Sell
6,891
-592
-8% -$20.6K 0.18% 88
2022
Q4 		$256K Sell
7,483
-135
-2% -$4.57K 0.22% 81
2022
Q3 		$231K Hold
7,618
– – 0.19% 93
2022
Q2 		$240K Buy
7,618
+445
+6% +$15.4K 0.18% 96
2022
Q1 		$275K Sell
7,173
-6,074
-46% -$237K 0.18% 101
2021
Q4 		$517K Hold
13,247
– – 0.33% 72
2021
Q3 		$497K Buy
13,247
+1
+0% +$37 0.35% 76
2021
Q2 		$486K Hold
13,246
– – 0.35% 72
2021
Q1 		$451K Buy
13,246
+7,309
+123% +$235K 0.35% 66
2020
Q4 		$175K Buy
+5,937
New +$159K 0.15% 126

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wolff Wiese Magana's XLF Position: Q2 2026 in Review

Wolff Wiese Magana reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.8% in Q2 2026, selling an estimated $36.8K and leaving 18,033 shares worth $967K. The position accounts for 0.44% of the portfolio, ranked #64.

Wolff Wiese Magana first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q3 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Wolff Wiese Magana held 18,033 shares of State Street Financial Select Sector SPDR ETF worth $967K as of Q2 2026.
  • Wolff Wiese Magana sold 708 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.44% of Wolff Wiese Magana's portfolio in Q2 2026, its #64 holding.
  • Wolff Wiese Magana first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's State Street Financial Select Sector SPDR ETF position peaked at $1.11M in Q3 2025.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.