WA
XLF icon

WPG Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WPG Advisers’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 		$9.28K Hold
173
– – 0.01% 790
2026
Q1 		$8.52K Buy
173
+1
+0.6% +$52 0.01% 729
2025
Q4 		$9.4K Buy
172
+1
+0.6% +$53 0.01% 717
2025
Q3 		$9.21K Buy
171
+1
+0.6% +$53 0.01% 719
2025
Q2 		$8.93K Hold
170
– – 0.01% 692
2025
Q1 		$8.46K Buy
170
+1
+0.6% +$50 0.01% 689
2024
Q4 		$8.18K Buy
+169
New +$8.17K 0.01% 688

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

WPG Advisers's XLF Position: Q2 2026 in Review

WPG Advisers held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 173 shares worth $9.28K. The position accounts for 0.01% of the portfolio, ranked #790.

WPG Advisers first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.4K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • WPG Advisers held 173 shares of State Street Financial Select Sector SPDR ETF worth $9.28K as of Q2 2026.
  • WPG Advisers left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #790 holding.
  • WPG Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's State Street Financial Select Sector SPDR ETF position peaked at $9.4K in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.