M3 Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.06M Buy
57,128
+1,272
+2% +$66.1K 1.59% 15
2026
Q1
$2.76M Sell
55,856
-605
-1% -$31.5K 1.7% 13
2025
Q4
$3.09M Buy
56,461
+727
+1% +$38.7K 1.89% 12
2025
Q3
$3M Buy
55,734
+964
+2% +$51.1K 1.87% 14
2025
Q2
$2.87M Sell
54,770
-564
-1% -$27.9K 1.98% 12
2025
Q1
$2.76M Buy
55,334
+297
+0.5% +$14.9K 2.18% 12
2024
Q4
$2.66M Buy
55,037
+681
+1% +$32.9K 1.9% 12
2024
Q3
$2.46M Buy
54,356
+1,395
+3% +$60.9K 1.81% 14
2024
Q2
$2.18M Buy
52,961
+1,954
+4% +$80.4K 1.79% 14
2024
Q1
$2.15M Buy
51,007
+2,915
+6% +$115K 1.95% 13
2023
Q4
$1.81M Buy
+48,092
New +$1.66M 2.12% 13

Other funds holding XLF

M3 Advisory Group's XLF Position: Q2 2026 in Review

M3 Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.3% in Q2 2026, buying an estimated $66.1K and bringing the position to 57,128 shares worth $3.06M. The position accounts for 1.59% of the portfolio, ranked #15.

M3 Advisory Group first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • M3 Advisory Group held 57,128 shares of State Street Financial Select Sector SPDR ETF worth $3.06M as of Q2 2026.
  • M3 Advisory Group bought 1,272 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $66.1K.
  • State Street Financial Select Sector SPDR ETF made up 1.59% of M3 Advisory Group's portfolio in Q2 2026, its #15 holding.
  • M3 Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • M3 Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $3.09M in Q4 2025.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.