Yarger Wealth Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Yarger Wealth Strategies’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	$231K	Buy	4,153 +12	+0.3%	+$624	0.08%	124
2026 Q1	$204K	Buy	4,141 +18	+0.4%	+$938	0.08%	123
2025 Q4	$226K	Buy	4,123 +11	+0.3%	+$586	0.1%	113
2025 Q3	$221K	Buy	4,112 +12	+0.3%	+$636	0.1%	112
2025 Q2	$215K	Buy	+4,100	New	+$203K	0.11%	105

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Yarger Wealth Strategies's XLF Position: Q2 2026 in Review

Yarger Wealth Strategies increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.29% in Q2 2026, buying an estimated $624 and bringing the position to 4,153 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #124.

Yarger Wealth Strategies first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Yarger Wealth Strategies held 4,153 shares of State Street Financial Select Sector SPDR ETF worth $231K as of Q2 2026.
Yarger Wealth Strategies bought 12 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $624.
State Street Financial Select Sector SPDR ETF made up 0.08% of Yarger Wealth Strategies's portfolio in Q2 2026, its #124 holding.
Yarger Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.