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

Massachusetts 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 Q1	$5.15M	Buy	104,374 +273	+0.3%	+$14.2K	2.23%	11
2025 Q4	$5.7M	Buy	104,101 +1,670	+2%	+$89K	2.65%	7
2025 Q3	$5.52M	Buy	102,431 +10,195	+11%	+$540K	2.74%	5
2025 Q2	$4.83M	Buy	92,236 +1,875	+2%	+$92.8K	2.72%	5
2025 Q1	$4.5M	Buy	90,361 +10,430	+13%	+$523K	3.09%	4
2024 Q4	$3.86M	Buy	79,931 +13,550	+20%	+$655K	2.38%	7
2024 Q3	$3.01M	Buy	66,381 +2,145	+3%	+$93.6K	1.9%	10
2024 Q2	$2.64M	Buy	64,236 +9,020	+16%	+$371K	1.77%	13
2024 Q1	$2.33M	Buy	55,216 +4,681	+9%	+$185K	1.64%	18
2023 Q4	$1.9M	Buy	50,535 +6,375	+14%	+$221K	1.53%	19
2023 Q3	$1.46M	Buy	44,160 +3,125	+8%	+$108K	1.35%	27
2023 Q2	$1.38M	Buy	41,035 +3,190	+8%	+$104K	1.32%	29
2023 Q1	$1.22M	Sell	37,845 -1,800	-5%	-$62.6K	1.25%	33
2022 Q4	$1.45M	Buy	+39,645	New	+$1.34M	1.4%	28

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Wealth Management's XLF Position: Q1 2026 in Review

Massachusetts Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.26% in Q1 2026, buying an estimated $14.2K and bringing the position to 104,374 shares worth $5.15M. The position accounts for 2.23% of the portfolio, ranked #11.

Massachusetts Wealth Management first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.7M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Massachusetts Wealth Management held 104,374 shares of State Street Financial Select Sector SPDR ETF worth $5.15M as of Q1 2026.
Massachusetts Wealth Management bought 273 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $14.2K.
State Street Financial Select Sector SPDR ETF made up 2.23% of Massachusetts Wealth Management's portfolio in Q1 2026, its #11 holding.
Massachusetts Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $5.7M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.