Marco Investment Management’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
Q1
$1.46M Hold
29,539
0.11% 108
2025
Q4
$1.62M Buy
29,539
+1,000
+4% +$53.3K 0.12% 98
2025
Q3
$1.54M Hold
28,539
0.12% 100
2025
Q2
$1.49M Buy
28,539
+80
+0.3% +$3.96K 0.12% 99
2025
Q1
$1.42M Sell
28,459
-277
-1% -$13.9K 0.13% 101
2024
Q4
$1.39M Sell
28,736
-2,238
-7% -$108K 0.12% 102
2024
Q3
$1.4M Buy
30,974
+3,136
+11% +$137K 0.12% 106
2024
Q2
$1.14M Buy
27,838
+236
+0.9% +$9.71K 0.11% 111
2024
Q1
$1.16M Sell
27,602
-97
-0.4% -$3.83K 0.11% 110
2023
Q4
$1.04M Sell
27,699
-995
-3% -$34.4K 0.11% 113
2023
Q3
$952K Sell
28,694
-71
-0.2% -$2.45K 0.11% 114
2023
Q2
$970K Buy
28,765
+4
+0% +$131 0.1% 114
2023
Q1
$925K Buy
28,761
+218
+0.8% +$7.58K 0.1% 119
2022
Q4
$976K Sell
28,543
-1,879
-6% -$63.6K 0.11% 113
2022
Q3
$924K Sell
30,422
-70
-0.2% -$2.31K 0.12% 112
2022
Q2
$959K Sell
30,492
-95
-0.3% -$3.28K 0.11% 114
2022
Q1
$1.17M Buy
30,587
+96
+0.3% +$3.75K 0.12% 117
2021
Q4
$1.19M Buy
30,491
+806
+3% +$31.7K 0.12% 118
2021
Q3
$1.11M Buy
29,685
+4
+0% +$150 0.12% 118
2021
Q2
$1.09M Sell
29,681
-111
-0.4% -$4.06K 0.13% 115
2021
Q1
$1.01M Buy
29,792
+4
+0% +$128 0.13% 109
2020
Q4
$878K Buy
29,788
+5
+0% +$134 0.13% 105
2020
Q3
$717K Sell
29,783
-95
-0.3% -$2.31K 0.12% 105
2020
Q2
$691K Buy
29,878
+6
+0% +$136 0.13% 103
2020
Q1
$622K Sell
29,872
-493
-2% -$13.6K 0.13% 99
2019
Q4
$935K Buy
30,365
+4
+0% +$117 0.15% 100
2019
Q3
$850K Sell
30,361
-2,913
-9% -$80.4K 0.15% 100
2019
Q2
$918K Sell
33,274
-8,195
-20% -$222K 0.16% 100
2019
Q1
$1.07M Sell
41,469
-1,396
-3% -$36K 0.2% 92
2018
Q4
$1.02M Sell
42,865
-2,410
-5% -$62.6K 0.2% 91
2018
Q3
$1.25M Buy
45,275
+872
+2% +$24.4K 0.18% 92
2018
Q2
$1.18M Buy
44,403
+2,204
+5% +$60.8K 0.18% 94
2018
Q1
$1.16M Buy
42,199
+3,923
+10% +$113K 0.18% 96
2017
Q4
$1.07M Buy
38,276
+8,089
+27% +$218K 0.16% 101
2017
Q3
$781K Buy
30,187
+11,222
+59% +$280K 0.12% 123
2017
Q2
$468K Buy
18,965
+3,307
+21% +$78.5K 0.08% 142
2017
Q1
$372K Buy
15,658
+6,354
+68% +$152K 0.06% 150
2016
Q4
$216K Sell
9,304
-1,995
-18% -$42.8K 0.04% 175
2016
Q3
$218K Sell
11,299
-1,565
-12% -$32.3K 0.04% 170
2016
Q2
$258K Buy
+12,864
New +$260K 0.05% 164

Other funds holding XLF

Marco Investment Management's XLF Position: Q1 2026 in Review

Marco Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 29,539 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #108.

Marco Investment Management first reported a position in XLF in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.62M in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Marco Investment Management held 29,539 shares of State Street Financial Select Sector SPDR ETF worth $1.46M as of Q1 2026.
  • Marco Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Marco Investment Management's portfolio in Q1 2026, its #108 holding.
  • Marco Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and has held it in 40 quarters since.
  • Marco Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $1.62M in Q4 2025.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.