WT Wealth Management’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
Q2
Sell
-108,454
Closed -$5.35M 154
2026
Q1
$5.35M Sell
108,454
-7,376
-6% -$384K 1.59% 16
2025
Q4
$6.34M Sell
115,830
-12,087
-9% -$644K 1.82% 15
2025
Q3
$6.89M Sell
127,917
-2,805
-2% -$149K 1.98% 15
2025
Q2
$6.85M Sell
130,722
-23,169
-15% -$1.15M 2.03% 14
2025
Q1
$7.67M Buy
153,891
+67,623
+78% +$3.39M 2.49% 10
2024
Q4
$4.17M Buy
86,268
+2,164
+3% +$105K 1.31% 24
2024
Q3
$4.01M Sell
84,104
-4,436
-5% -$194K 1.28% 23
2024
Q2
$3.64M Sell
88,540
-1,899
-2% -$78.2K 1.24% 25
2024
Q1
$3.81M Buy
90,439
+2,715
+3% +$107K 1.36% 17
2023
Q4
$3.3M Buy
+87,724
New +$3.04M 1.3% 20
2022
Q3
Sell
-71,092
Closed -$2.24M 106
2022
Q2
$2.24M Buy
71,092
+1,355
+2% +$46.8K 1.1% 24
2022
Q1
$2.67M Sell
69,737
-2,660
-4% -$104K 1.03% 28
2021
Q4
$2.83M Buy
72,397
+23,535
+48% +$925K 1.04% 28
2021
Q3
$1.83M Buy
48,862
+10,435
+27% +$390K 0.71% 42
2021
Q2
$1.41M Buy
38,427
+17,249
+81% +$631K 0.57% 56
2021
Q1
$721K Buy
+21,178
New +$680K 0.33% 86
2020
Q1
Sell
-25,339
Closed -$779K 95
2019
Q4
$779K Buy
25,339
+1,659
+7% +$48.7K 0.59% 38
2019
Q3
$663K Buy
+23,680
New +$654K 0.58% 39

Other funds holding XLF

WT Wealth Management's XLF Position: Q2 2026 in Review

WT Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 108,454 shares — an estimated $5.35M sold.

WT Wealth Management first reported a position in XLF in Q3 2019 and held it in 18 quarters. The position peaked at $7.67M in Q1 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • WT Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • WT Wealth Management sold 108,454 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.35M.
  • WT Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 18 quarters.
  • WT Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $7.67M in Q1 2025.
  • 1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.