Forvis Mazars Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Forvis Mazars Wealth Advisors's XLF Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 16,636 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #234.
Forvis Mazars Wealth Advisors first reported a position in XLF in Q4 2020 and has held it in 20 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Forvis Mazars Wealth Advisors held 16,636 shares of State Street Financial Select Sector SPDR ETF worth $892K as of Q2 2026.
- Forvis Mazars Wealth Advisors bought 2,345 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $122K.
- State Street Financial Select Sector SPDR ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #234 holding.
- Forvis Mazars Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.