Mascoma Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mascoma Wealth Management’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	$22.6K	Hold	422	–	–	﹤0.01%	253
2026 Q1	$20.8K	Hold	422	–	–	﹤0.01%	256
2025 Q4	$23.1K	Hold	422	–	–	0.01%	246
2025 Q3	$22.7K	Hold	422	–	–	0.01%	256
2025 Q2	$22.1K	Hold	422	–	–	0.01%	253
2025 Q1	$21K	Hold	422	–	–	0.01%	259
2024 Q4	$20.4K	Hold	422	–	–	0.01%	273
2024 Q3	$19.1K	Hold	422	–	–	﹤0.01%	268
2024 Q2	$17.3K	Hold	422	–	–	﹤0.01%	284
2024 Q1	$17.8K	Hold	422	–	–	0.01%	271
2023 Q4	$15.9K	Hold	422	–	–	﹤0.01%	283
2023 Q3	$14K	Hold	422	–	–	﹤0.01%	300
2023 Q2	$14.8K	Sell	422 -945	-69%	-$30.8K	﹤0.01%	293
2023 Q1	$45.3K	Hold	1,367	–	–	0.01%	246
2022 Q4	$46.8K	Hold	1,367	–	–	0.01%	237
2022 Q3	$42K	Sell	1,367 -86	-6%	-$2.84K	0.01%	246
2022 Q2	$46K	Buy	1,453 +86	+6%	+$2.97K	0.02%	248
2022 Q1	$52K	Hold	1,367	–	–	0.02%	250
2021 Q4	$53K	Hold	1,367	–	–	0.02%	216
2021 Q3	$51K	Buy	+1,367	New	+$51.1K	0.02%	207
2021 Q2	–	Sell	-1,790	Closed	-$61K	–	435
2021 Q1	$61K	Buy	+1,790	New	+$57.5K	0.03%	191

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

Mascoma Wealth Management's XLF Position: Q2 2026 in Review

Mascoma Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 422 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Mascoma Wealth Management first reported a position in XLF in Q1 2021 and has held it in 21 quarters since. The position peaked at $61K in Q1 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Mascoma Wealth Management held 422 shares of State Street Financial Select Sector SPDR ETF worth $22.6K as of Q2 2026.
Mascoma Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #253 holding.
Mascoma Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $61K in Q1 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.