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

Mattern 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	$361K	Hold	6,726	–	–	0.06%	137
2026 Q1	$332K	Hold	6,726	–	–	0.06%	119
2025 Q4	$368K	Hold	6,726	–	–	0.07%	109
2025 Q3	$362K	Hold	6,726	–	–	0.07%	110
2025 Q2	$352K	Hold	6,726	–	–	0.07%	113
2025 Q1	$335K	Hold	6,726	–	–	0.07%	125
2024 Q4	$325K	Hold	6,726	–	–	0.07%	131
2024 Q3	$305K	Hold	6,726	–	–	0.07%	139
2024 Q2	$277K	Hold	6,726	–	–	0.07%	145
2024 Q1	$283K	Buy	6,726 +120	+2%	+$4.74K	0.07%	144
2023 Q4	$248K	Sell	6,606 -20	-0.3%	-$692	0.06%	151
2023 Q3	$220K	Sell	6,626 -200	-3%	-$6.89K	0.06%	156
2023 Q2	$230K	Sell	6,826 -430	-6%	-$14K	0.07%	154
2023 Q1	$233K	Hold	7,256	–	–	0.08%	160
2022 Q4	$248K	Buy	+7,256	New	+$245K	0.1%	141
2022 Q2	–	Sell	-6,581	Closed	-$252K	–	165
2022 Q1	$252K	Hold	6,581	–	–	0.08%	143
2021 Q4	$257K	Hold	6,581	–	–	0.08%	153
2021 Q3	$247K	Hold	6,581	–	–	0.08%	150
2021 Q2	$238K	Buy	+6,581	New	+$241K	0.08%	154
2020 Q2	–	Sell	-12,784	Closed	-$266K	–	143
2020 Q1	$266K	Sell	12,784 -17,114	-57%	-$471K	0.19%	103
2019 Q4	$920K	Buy	+29,898	New	+$877K	0.55%	69

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

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

Mattern Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 6,726 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #137.

Mattern Wealth Management first reported a position in XLF in Q4 2019 and has held it in 21 quarters since. The position peaked at $920K in Q4 2019. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Mattern Wealth Management held 6,726 shares of State Street Financial Select Sector SPDR ETF worth $361K as of Q2 2026.
Mattern 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 0.06% of Mattern Wealth Management's portfolio in Q2 2026, its #137 holding.
Mattern Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
Mattern Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $920K in Q4 2019.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.