WEG
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World Equity Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

World Equity 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 		$1.17M Buy
21,855
+620
+3% +$32.2K 0.26% 86
2026
Q1 		$1.05M Sell
21,235
-235
-1% -$12.2K 0.27% 85
2025
Q4 		$1.18M Sell
21,470
-9,473
-31% -$505K 0.33% 68
2025
Q3 		$1.67M Buy
30,943
+8,494
+38% +$450K 0.38% 56
2025
Q2 		$1.18M Sell
22,449
-9,078
-29% -$449K 0.32% 66
2025
Q1 		$1.57M Sell
31,527
-16,913
-35% -$848K 0.45% 49
2024
Q4 		$2.34M Buy
48,440
+25,163
+108% +$1.22M 0.5% 45
2024
Q3 		$1.05M Buy
23,277
+997
+4% +$43.5K 0.38% 65
2024
Q2 		$916K Sell
22,280
-1,561
-7% -$64.2K 0.27% 100
2024
Q1 		$1M Sell
23,841
-524
-2% -$20.7K 0.21% 116
2023
Q4 		$916K Sell
24,365
-519
-2% -$18K 0.18% 124
2023
Q3 		$825K Buy
24,884
+2,053
+9% +$70.7K 0.17% 135
2023
Q2 		$770K Sell
22,831
-7,010
-23% -$229K 0.23% 111
2023
Q1 		$872K Buy
29,841
+2,408
+9% +$83.7K 0.13% 182
2022
Q4 		$938K Buy
27,433
+3,393
+14% +$115K 0.22% 116
2022
Q3 		$730K Buy
24,040
+496
+2% +$16.4K 0.18% 127
2022
Q2 		$740K Sell
23,544
-5,630
-19% -$195K 0.19% 136
2022
Q1 		$1.12M Buy
+29,174
New +$1.14M 0.24% 116

Other funds holding XLF

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
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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

World Equity Group's XLF Position: Q2 2026 in Review

World Equity Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q2 2026, buying an estimated $32.2K and bringing the position to 21,855 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #86.

World Equity Group first reported a position in XLF in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.34M in Q4 2024. 435 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • World Equity Group held 21,855 shares of State Street Financial Select Sector SPDR ETF worth $1.17M as of Q2 2026.
  • World Equity Group bought 620 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $32.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.26% of World Equity Group's portfolio in Q2 2026, its #86 holding.
  • World Equity Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's State Street Financial Select Sector SPDR ETF position peaked at $2.34M in Q4 2024.
  • 435 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.