JMG Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

JMG 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
2026 Q1	$496K	Buy	10,054 +1,500	+18%	+$78.2K	0.01%	93
2025 Q4	$469K	Hold	8,554	–	–	0.01%	90
2025 Q3	$461K	Hold	8,554	–	–	0.01%	92
2025 Q2	$448K	Hold	8,554	–	–	0.01%	92
2025 Q1	$426K	Buy	8,554 +1,789	+26%	+$89.7K	0.01%	92
2024 Q4	$327K	Hold	6,765	–	–	0.01%	100
2024 Q3	$307K	Hold	6,765	–	–	0.01%	103
2024 Q2	$278K	Sell	6,765 -70	-1%	-$2.88K	0.01%	107
2024 Q1	$288K	Buy	6,835 +70	+1%	+$2.76K	0.01%	105
2023 Q4	$254K	Hold	6,765	–	–	0.01%	112
2023 Q3	$224K	Hold	6,765	–	–	0.01%	105
2023 Q2	$228K	Hold	6,765	–	–	0.01%	105
2023 Q1	$217K	Hold	6,765	–	–	0.01%	103
2022 Q4	$231K	Hold	6,765	–	–	0.01%	99
2022 Q3	$205K	Hold	6,765	–	–	0.01%	88
2022 Q2	$213K	Hold	6,765	–	–	0.01%	90
2022 Q1	$259K	Hold	6,765	–	–	0.01%	77
2021 Q4	$264K	Hold	6,765	–	–	0.01%	76
2021 Q3	$254K	Hold	6,765	–	–	0.01%	77
2021 Q2	$248K	Hold	6,765	–	–	0.01%	77
2021 Q1	$230K	Buy	+6,765	New	+$217K	0.01%	78
2020 Q1	–	Sell	-6,765	Closed	-$208K	–	81
2019 Q4	$208K	Buy	+6,765	New	+$199K	0.02%	73
2018 Q4	–	Sell	-8,721	Closed	-$241K	–	72
2018 Q3	$241K	Hold	8,721	–	–	0.03%	64
2018 Q2	$232K	Hold	8,721	–	–	0.03%	62
2018 Q1	$240K	Hold	8,721	–	–	0.03%	57
2017 Q4	$243K	Buy	+8,721	New	+$235K	0.03%	58

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JMG Financial Group's XLF Position: Q1 2026 in Review

JMG Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q1 2026, buying an estimated $78.2K and bringing the position to 10,054 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #93.

JMG Financial Group first reported a position in XLF in Q4 2017 and has held it in 26 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

JMG Financial Group held 10,054 shares of State Street Financial Select Sector SPDR ETF worth $496K as of Q1 2026.
JMG Financial Group bought 1,500 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $78.2K.
State Street Financial Select Sector SPDR ETF made up 0.01% of JMG Financial Group's portfolio in Q1 2026, its #93 holding.
JMG Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 26 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.