MFG
XLF icon

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

Magnus 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
Q2 		$1.54M Sell
28,793
-414
-1% -$21.5K 0.11% 125
2026
Q1 		$1.44M Sell
29,207
-32,957
-53% -$1.72M 0.12% 125
2025
Q4 		$3.4M Sell
62,164
-1,517
-2% -$80.8K 0.26% 76
2025
Q3 		$3.43M Buy
63,681
+14,232
+29% +$754K 0.27% 75
2025
Q2 		$2.59M Sell
49,449
-8,095
-14% -$401K 0.23% 85
2025
Q1 		$2.87M Sell
57,544
-376
-0.6% -$18.9K 0.28% 74
2024
Q4 		$2.8M Buy
57,920
+15,504
+37% +$750K 0.27% 78
2024
Q3 		$1.92M Buy
42,416
+16,197
+62% +$707K 0.2% 91
2024
Q2 		$1.08M Buy
26,219
+5,024
+24% +$207K 0.12% 128
2024
Q1 		$893K Sell
21,195
-4,702
-18% -$186K 0.11% 139
2023
Q4 		$974K Sell
25,897
-1,694
-6% -$58.6K 0.13% 122
2023
Q3 		$915K Sell
27,591
-848
-3% -$29.2K 0.13% 120
2023
Q2 		$959K Sell
28,439
-5,563
-16% -$182K 0.14% 116
2023
Q1 		$1.09M Sell
34,002
-5,799
-15% -$202K 0.17% 102
2022
Q4 		$1.36M Sell
39,801
-33,472
-46% -$1.13M 0.22% 80
2022
Q3 		$2.23M Sell
73,273
-5,747
-7% -$190K 0.43% 43
2022
Q2 		$2.48M Sell
79,020
-18,408
-19% -$636K 0.46% 41
2022
Q1 		$3.73M Buy
97,428
+59,184
+155% +$2.31M 0.62% 28
2021
Q4 		$1.49M Buy
38,244
+2,344
+7% +$92.1K 0.28% 62
2021
Q3 		$1.35M Buy
35,900
+1,760
+5% +$65.8K 0.29% 59
2021
Q2 		$1.25M Sell
34,140
-5,789
-14% -$212K 0.27% 62
2021
Q1 		$1.36M Buy
39,929
+18,597
+87% +$597K 0.33% 47
2020
Q4 		$629K Buy
21,332
+7,319
+52% +$196K 0.06% 119
2020
Q3 		$337K Sell
14,013
-3,759
-21% -$91.4K 0.04% 178
2020
Q2 		$411K Sell
17,772
-63,741
-78% -$1.45M 0.05% 211
2020
Q1 		$1.7M Sell
81,513
-1,603
-2% -$44.1K 0.23% 47
2019
Q4 		$2.56M Buy
83,116
+952
+1% +$27.9K 0.37% 36
2019
Q3 		$2.3M Buy
82,164
+408
+0.5% +$11.3K 0.43% 28
2019
Q2 		$2.26M Buy
81,756
+393
+0.5% +$10.6K 0.43% 29
2019
Q1 		$2.09M Sell
81,363
-325
-0.4% -$8.39K 0.43% 30
2018
Q4 		$1.95M Buy
+81,688
New +$2.12M 0.52% 25

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Magnus Financial Group's XLF Position: Q2 2026 in Review

Magnus Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q2 2026, selling an estimated $21.5K and leaving 28,793 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #125.

Magnus Financial Group first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.73M in Q1 2022. 575 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Magnus Financial Group held 28,793 shares of State Street Financial Select Sector SPDR ETF worth $1.54M as of Q2 2026.
  • Magnus Financial Group sold 414 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Magnus Financial Group's portfolio in Q2 2026, its #125 holding.
  • Magnus Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $3.73M in Q1 2022.
  • 575 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.