Mattson Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mattson Financial Services’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	$1.58M	Buy	27,904 +3,740	+15%	+$194K	0.33%	90
2026 Q1	$1.19M	Sell	24,164 -306	-1%	-$15.9K	0.28%	101
2025 Q4	$1.34M	Sell	24,470 -1,709	-7%	-$91.1K	0.31%	97
2025 Q3	$1.41M	Buy	+26,179	New	+$1.39M	0.34%	90
2025 Q1	–	Sell	-8	Closed	-$363	–	434
2024 Q4	$363	Buy	+8	New	+$387	﹤0.01%	340

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

Mattson Financial Services's XLF Position: Q2 2026 in Review

Mattson Financial Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, buying an estimated $194K and bringing the position to 27,904 shares worth $1.58M. The position accounts for 0.33% of the portfolio, ranked #90.

Mattson Financial Services first reported a position in XLF in Q4 2024 and has held it in 5 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Mattson Financial Services held 27,904 shares of State Street Financial Select Sector SPDR ETF worth $1.58M as of Q2 2026.
Mattson Financial Services bought 3,740 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $194K.
State Street Financial Select Sector SPDR ETF made up 0.33% of Mattson Financial Services's portfolio in Q2 2026, its #90 holding.
Mattson Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.