HMV Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

HMV Wealth Advisors’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 Q3	$459K	Hold	8,592	–	–	0.17%	61
2026 Q2	$461K	Buy	8,592 +88	+1%	+$4.57K	0.18%	56
2026 Q1	$420K	Buy	8,504 +193	+2%	+$10.1K	0.2%	56
2025 Q4	$455K	Hold	8,311	–	–	0.23%	52
2025 Q3	$448K	Hold	8,311	–	–	0.25%	55
2025 Q2	$435K	Hold	8,311	–	–	0.29%	53
2025 Q1	$414K	Hold	8,311	–	–	0.33%	54
2024 Q4	$402K	Buy	+8,311	New	+$402K	0.4%	56

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

HMV Wealth Advisors's XLF Position: Q3 2026 in Review

HMV Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 8,592 shares worth $459K. The position accounts for 0.17% of the portfolio, ranked #61.

HMV Wealth Advisors first reported a position in XLF in Q4 2024 and has held it in 8 quarters since. The position peaked at $461K in Q2 2026. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

HMV Wealth Advisors held 8,592 shares of State Street Financial Select Sector SPDR ETF worth $459K as of Q3 2026.
HMV Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.17% of HMV Wealth Advisors's portfolio in Q3 2026, its #61 holding.
HMV Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
HMV Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $461K in Q2 2026.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.