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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
Q2 		$6.91M Sell
133,664
-10,640
-7% -$553K 0.11% 206
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

World Investment Advisors's XLF Position: Q2 2026 in Review

World Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.4% in Q2 2026, selling an estimated $553K and leaving 133,664 shares worth $6.91M. 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 15 quarters since. The position peaked at $8.26M in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • World Investment Advisors held 133,664 shares of State Street Financial Select Sector SPDR ETF worth $6.91M as of Q2 2026.
  • World Investment Advisors sold 10,640 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $553K.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of World Investment Advisors's portfolio in Q2 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 15 quarters since.
  • World Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.26M 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.