Woodard & Company Asset Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Woodard & Company Asset Management 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	$1.39K	Hold	26	–	–	﹤0.01%	171
2026 Q1	$1.28K	Buy	+26	New	+$1.35K	﹤0.01%	175
2022 Q2	–	Sell	-1,000	Closed	-$38K	–	127
2022 Q1	$38K	Hold	1,000	–	–	0.02%	95
2021 Q4	$39K	Hold	1,000	–	–	0.02%	90
2021 Q3	$38K	Buy	+1,000	New	+$37.4K	0.02%	90

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Woodard & Company Asset Management Group's XLF Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 26 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Woodard & Company Asset Management Group first reported a position in XLF in Q3 2021 and has held it in 5 quarters since. The position peaked at $39K in Q4 2021. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Woodard & Company Asset Management Group held 26 shares of State Street Financial Select Sector SPDR ETF worth $1.39K as of Q2 2026.
Woodard & Company Asset Management Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #171 holding.
Woodard & Company Asset Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 5 quarters since.
Woodard & Company Asset Management Group's State Street Financial Select Sector SPDR ETF position peaked at $39K in Q4 2021.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.