WP Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.79M | Sell |
56,488
-1,442
| -2% | -$75.1K | 0.72% | 27 |
|
|
2025
Q4 | $3.17M | Buy |
57,930
+54
| +0.1% | +$2.88K | 0.79% | 25 |
|
|
2025
Q3 | $3.12M | Buy |
57,876
+181
| +0.3% | +$9.59K | 0.79% | 25 |
|
|
2025
Q2 | $3.02M | Buy |
57,695
+1,879
| +3% | +$93K | 0.83% | 26 |
|
|
2025
Q1 | $2.78M | Buy |
55,816
+167
| +0.3% | +$8.38K | 0.93% | 26 |
|
|
2024
Q4 | $2.69M | Sell |
55,649
-83
| -0.1% | -$4.01K | 0.9% | 24 |
|
|
2024
Q3 | $2.53M | Sell |
55,732
-17,030
| -23% | -$743K | 0.92% | 27 |
|
|
2024
Q2 | $2.99M | Sell |
72,762
-906
| -1% | -$37.3K | 0.96% | 24 |
|
|
2024
Q1 | $3.1M | Sell |
73,668
-75
| -0.1% | -$2.96K | 1.02% | 24 |
|
|
2023
Q4 | $2.77M | Buy |
73,743
+345
| +0.5% | +$11.9K | 1.03% | 23 |
|
|
2023
Q3 | $2.43M | Buy |
73,398
+321
| +0.4% | +$11.1K | 1.01% | 22 |
|
|
2023
Q2 | $2.46M | Sell |
73,077
-538
| -0.7% | -$17.6K | 0.99% | 22 |
|
|
2023
Q1 | $2.37M | Sell |
73,615
-388
| -0.5% | -$13.5K | 0.98% | 24 |
|
|
2022
Q4 | $2.53M | Buy |
74,003
+147
| +0.2% | +$4.97K | 1.13% | 20 |
|
|
2022
Q3 | $2.24M | Buy |
73,856
+394
| +0.5% | +$13K | 1.02% | 20 |
|
|
2022
Q2 | $2.31M | Sell |
73,462
-1,412
| -2% | -$48.8K | 1% | 22 |
|
|
2022
Q1 | $2.87M | Sell |
74,874
-3,769
| -5% | -$147K | 1.18% | 17 |
|
|
2021
Q4 | $3.07M | Sell |
78,643
-1,029
| -1% | -$40.4K | 1.28% | 14 |
|
|
2021
Q3 | $2.99M | Sell |
79,672
-666
| -0.8% | -$24.9K | 1.23% | 18 |
|
|
2021
Q2 | $2.95M | Buy |
80,338
+82
| +0.1% | +$3K | 1.23% | 19 |
|
|
2021
Q1 | $2.73M | Sell |
80,256
-6,702
| -8% | -$215K | 1.18% | 20 |
|
|
2020
Q4 | $2.56M | Sell |
86,958
-540
| -0.6% | -$14.4K | 1.24% | 19 |
|
|
2020
Q3 | $2.11M | Buy |
87,498
+695
| +0.8% | +$16.9K | 1.27% | 18 |
|
|
2020
Q2 | $2.01M | Buy |
86,803
+1,073
| +1% | +$24.4K | 1.41% | 14 |
|
|
2020
Q1 | $1.78M | Sell |
85,730
-9,327
| -10% | -$257K | 1.73% | 10 |
|
|
2019
Q4 | $2.93M | Buy |
95,057
+803
| +0.9% | +$23.6K | 3.02% | 7 |
|
|
2019
Q3 | $2.64M | Sell |
94,254
-693
| -0.7% | -$19.1K | 3.02% | 8 |
|
|
2019
Q2 | $2.62M | Buy |
94,947
+305
| +0.3% | +$8.26K | 2.92% | 8 |
|
|
2019
Q1 | $24.3K | Sell |
94,642
-920
| -1% | -$23.7K | 2.65% | 11 |
|
|
2018
Q4 | $2.28M | Buy |
95,562
+98
| +0.1% | +$2.54K | 2.24% | 16 |
|
|
2018
Q3 | $2.63M | Sell |
95,464
-763
| -0.8% | -$21.3K | 2.45% | 12 |
|
|
2018
Q2 | $2.56M | Buy |
96,227
+566
| +0.6% | +$15.6K | 2.41% | 12 |
|
|
2018
Q1 | $2.64M | Buy |
95,661
+4,388
| +5% | +$126K | 2.85% | 12 |
|
|
2017
Q4 | $2.55M | Sell |
91,273
-1,014
| -1% | -$27.3K | 2.47% | 13 |
|
|
2017
Q3 | $2.39M | Sell |
92,287
-295
| -0.3% | -$7.36K | 1.8% | 18 |
|
|
2017
Q2 | $2.28M | Sell |
92,582
-3,186
| -3% | -$75.6K | 1.66% | 18 |
|
|
2017
Q1 | $2.27M | Buy |
95,768
+5,170
| +6% | +$124K | 1.43% | 19 |
|
|
2016
Q4 | $2.11M | Buy |
+90,598
| New | +$1.94M | 1.47% | 19 |
|
Other funds holding XLF
WP Advisors's XLF Position: Q1 2026 in Review
WP Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.5% in Q1 2026, selling an estimated $75.1K and leaving 56,488 shares worth $2.79M. The position accounts for 0.72% of the portfolio, ranked #27.
WP Advisors first reported a position in XLF in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.17M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- WP Advisors held 56,488 shares of State Street Financial Select Sector SPDR ETF worth $2.79M as of Q1 2026.
- WP Advisors sold 1,442 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $75.1K.
- State Street Financial Select Sector SPDR ETF made up 0.72% of WP Advisors's portfolio in Q1 2026, its #27 holding.
- WP Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
- WP Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.17M 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 WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.