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 Q3	$987K	Sell	18,485 -3,370	-15%	-$191K	0.41%	53
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

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

World Equity Group's XLF Position: Q3 2026 in Review

World Equity Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q3 2026, selling an estimated $191K and leaving 18,485 shares worth $987K. The position accounts for 0.41% of the portfolio, ranked #53.

World Equity Group first reported a position in XLF in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.34M in Q4 2024. 482 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

World Equity Group held 18,485 shares of State Street Financial Select Sector SPDR ETF worth $987K as of Q3 2026.
World Equity Group sold 3,370 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $191K.
State Street Financial Select Sector SPDR ETF made up 0.41% of World Equity Group's portfolio in Q3 2026, its #53 holding.
World Equity Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
World Equity Group's State Street Financial Select Sector SPDR ETF position peaked at $2.34M in Q4 2024.
482 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.