World Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

World Investment Advisors’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 Q1	$7.12M	Sell	144,304 -6,442	-4%	-$336K	0.11%	206
2025 Q4	$8.26M	Buy	150,746 +103,267	+218%	+$5.5M	0.13%	175
2025 Q3	$2.56M	Buy	47,479 +384	+0.8%	+$20.3K	0.05%	354
2025 Q2	$2.47M	Sell	47,095 -3,143	-6%	-$156K	0.06%	341
2025 Q1	$2.5M	Sell	50,238 -19,084	-28%	-$957K	0.07%	314
2024 Q4	$3.35M	Buy	69,322 +34,649	+100%	+$1.68M	0.09%	249
2024 Q3	$1.57M	Buy	34,673 +13,473	+64%	+$588K	0.05%	337
2024 Q2	$869K	Buy	21,200 +7,287	+52%	+$300K	0.05%	293
2024 Q1	$620K	Sell	13,913 -3,709	-21%	-$146K	0.09%	188
2023 Q4	$663K	Buy	+17,622	New	+$610K	0.09%	189
2022 Q1	–	Sell	-12,832	Closed	-$522K	–	286
2021 Q4	$522K	Buy	12,832 +890	+7%	+$35K	0.11%	140
2021 Q3	$448K	Sell	11,942 -1,880	-14%	-$70.3K	0.1%	135
2021 Q2	$507K	Sell	13,822 -46	-0.3%	-$1.68K	0.12%	124
2021 Q1	$517K	Buy	+13,868	New	+$445K	0.12%	117

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

World Investment Advisors's XLF Position: Q1 2026 in Review

World Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.3% in Q1 2026, selling an estimated $336K and leaving 144,304 shares worth $7.12M. The position accounts for 0.11% of the portfolio, ranked #206.

World Investment Advisors first reported a position in XLF in Q1 2021 and has held it in 14 quarters since. The position peaked at $8.26M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

World Investment Advisors held 144,304 shares of State Street Financial Select Sector SPDR ETF worth $7.12M as of Q1 2026.
World Investment Advisors sold 6,442 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $336K.
State Street Financial Select Sector SPDR ETF made up 0.11% of World Investment Advisors's portfolio in Q1 2026, its #206 holding.
World Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 14 quarters since.
World Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.26M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.