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MLG Wealth Management DBA Pine Grove Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$348K Buy
+6,352
New +$338K 0.04% 146

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's XLF Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025: 6,352 shares worth $348K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 6,352 shares of State Street Financial Select Sector SPDR ETF worth $348K as of Q4 2025.
  • State Street Financial Select Sector SPDR ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #146 holding.
  • 1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.