M.E. Allison & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

M.E. Allison & Co’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	$1.18M	Buy	22,015 +378	+2%	+$19.6K	0.68%	40
2026 Q1	$1.07M	Buy	21,637 +1,004	+5%	+$52.3K	0.71%	37
2025 Q4	$1.13M	Buy	20,633 +578	+3%	+$30.8K	0.77%	34
2025 Q3	$1.08M	Buy	20,055 +627	+3%	+$33.2K	0.75%	35
2025 Q2	$1.02M	Buy	19,428 +2,505	+15%	+$124K	0.82%	33
2025 Q1	$843K	Buy	16,923 +236	+1%	+$11.8K	0.83%	29
2024 Q4	$806K	Buy	+16,687	New	+$807K	0.89%	31

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

M.E. Allison & Co's XLF Position: Q2 2026 in Review

M.E. Allison & Co increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.7% in Q2 2026, buying an estimated $19.6K and bringing the position to 22,015 shares worth $1.18M. The position accounts for 0.68% of the portfolio, ranked #40.

M.E. Allison & Co first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

M.E. Allison & Co held 22,015 shares of State Street Financial Select Sector SPDR ETF worth $1.18M as of Q2 2026.
M.E. Allison & Co bought 378 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $19.6K.
State Street Financial Select Sector SPDR ETF made up 0.68% of M.E. Allison & Co's portfolio in Q2 2026, its #40 holding.
M.E. Allison & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.