CGH
XLF icon

CMG Global Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CMG Global Holdings’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 		$2.87M Buy
53,537
+537
+1% +$27.9K 1.22% 25
2026
Q1 		$2.62M Buy
53,000
+5,901
+13% +$307K 1.25% 25
2025
Q4 		$2.54M Buy
47,099
+398
+0.9% +$21.2K 1.13% 30
2025
Q3 		$2.49M Buy
46,701
+3,476
+8% +$184K 1.22% 26
2025
Q2 		$2.29M Buy
43,225
+6,622
+18% +$328K 1.21% 27
2025
Q1 		$1.77M Buy
36,603
+2,258
+7% +$113K 1.15% 26
2024
Q4 		$1.73M Sell
34,345
-7
-0% -$338 0.96% 31
2024
Q3 		$1.56M Sell
34,352
-73
-0.2% -$3.19K 0.88% 34
2024
Q2 		$1.42M Buy
34,425
+240
+0.7% +$9.88K 0.94% 32
2024
Q1 		$1.44M Hold
34,185
– – 0.99% 31
2023
Q4 		$1.36M Sell
34,185
-70
-0.2% -$2.42K 0.99% 32
2023
Q3 		$1.14M Buy
34,255
+1,535
+5% +$52.9K 0.97% 35
2023
Q2 		$1.1M Buy
32,720
+521
+2% +$17K 0.9% 36
2023
Q1 		$1.04M Sell
32,199
-216
-0.7% -$7.51K 0.94% 37
2022
Q4 		$1.11M Buy
32,415
+57
+0.2% +$1.93K 1.05% 34
2022
Q3 		$982K Buy
32,358
+31
+0.1% +$1.02K 1.06% 36
2022
Q2 		$1.02M Sell
32,327
-828
-2% -$28.6K 1.05% 36
2022
Q1 		$1.27M Buy
33,155
+439
+1% +$17.2K 1.04% 33
2021
Q4 		$1.28M Buy
32,716
+597
+2% +$23.5K 0.82% 36
2021
Q3 		$1.21M Buy
32,119
+3,480
+12% +$130K 0.9% 31
2021
Q2 		$1.05M Buy
28,639
+3,547
+14% +$130K 0.79% 30
2021
Q1 		$854K Buy
+25,092
New +$806K 0.74% 32

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CMG Global Holdings's XLF Position: Q2 2026 in Review

CMG Global Holdings increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q2 2026, buying an estimated $27.9K and bringing the position to 53,537 shares worth $2.87M. The position accounts for 1.22% of the portfolio, ranked #25.

CMG Global Holdings first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • CMG Global Holdings held 53,537 shares of State Street Financial Select Sector SPDR ETF worth $2.87M as of Q2 2026.
  • CMG Global Holdings bought 537 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $27.9K.
  • State Street Financial Select Sector SPDR ETF made up 1.22% of CMG Global Holdings's portfolio in Q2 2026, its #25 holding.
  • CMG Global Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.