Managed Asset Portfolios’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Managed Asset Portfolios’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	$1.99M	Buy	+37,113	New	+$1.93M	0.23%	41
2025 Q1	–	Sell	-47,817	Closed	-$2.31M	–	56
2024 Q4	$2.31M	Buy	47,817 +1,058	+2%	+$51.2K	0.34%	43
2024 Q3	$2.12M	Buy	+46,759	New	+$2.04M	0.3%	43

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

Managed Asset Portfolios's XLF Position: Q2 2026 in Review

Managed Asset Portfolios opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 37,113 shares worth $1.99M. The stake represents 0.23% of the portfolio and ranks #41 among its holdings. This is a return to the name: Managed Asset Portfolios previously reported a position in XLF as recently as Q4 2024.

Managed Asset Portfolios first reported a position in XLF in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.31M in Q4 2024. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Managed Asset Portfolios held 37,113 shares of State Street Financial Select Sector SPDR ETF worth $1.99M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Managed Asset Portfolios position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.23% of Managed Asset Portfolios's portfolio in Q2 2026, its #41 holding.
Managed Asset Portfolios first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
Managed Asset Portfolios's State Street Financial Select Sector SPDR ETF position peaked at $2.31M in Q4 2024.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Managed Asset Portfolios's 13F filing for Q2 2026, filed 6 Aug 2026.