Wood Tarver Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wood Tarver Financial 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	$729K	Buy	13,600 +22	+0.2%	+$1.14K	0.17%	81
2026 Q1	$670K	Buy	13,578 +31	+0.2%	+$1.61K	0.19%	76
2025 Q4	$741K	Sell	13,547 -176	-1%	-$9.38K	0.21%	73
2025 Q3	$739K	Buy	13,723 +13	+0.1%	+$689	0.22%	72
2025 Q2	$717K	Sell	13,710 -811	-6%	-$40.1K	0.22%	67
2025 Q1	$723K	Buy	14,521 +164	+1%	+$8.23K	0.24%	61
2024 Q4	$693K	Buy	+14,357	New	+$694K	0.23%	60

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

Wood Tarver Financial Group's XLF Position: Q2 2026 in Review

Wood Tarver Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.16% in Q2 2026, buying an estimated $1.14K and bringing the position to 13,600 shares worth $729K. The position accounts for 0.17% of the portfolio, ranked #81.

Wood Tarver Financial Group first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $741K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Wood Tarver Financial Group held 13,600 shares of State Street Financial Select Sector SPDR ETF worth $729K as of Q2 2026.
Wood Tarver Financial Group bought 22 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.14K.
State Street Financial Select Sector SPDR ETF made up 0.17% of Wood Tarver Financial Group's portfolio in Q2 2026, its #81 holding.
Wood Tarver Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $741K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.