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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,896 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.
1,896 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.