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 Q3	$1.18M	Buy	22,104 +89	+0.4%	+$5.05K	0.66%	40
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

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

M.E. Allison & Co's XLF Position: Q3 2026 in Review

M.E. Allison & Co increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.4% in Q3 2026, buying an estimated $5.05K and bringing the position to 22,104 shares worth $1.18M. The position accounts for 0.66% of the portfolio, ranked #40.

M.E. Allison & Co first reported a position in XLF in Q4 2024 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

M.E. Allison & Co held 22,104 shares of State Street Financial Select Sector SPDR ETF worth $1.18M as of Q3 2026.
M.E. Allison & Co bought 89 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $5.05K.
State Street Financial Select Sector SPDR ETF made up 0.66% of M.E. Allison & Co's portfolio in Q3 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 8 quarters since.
460 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.