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Mayflower Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mayflower Financial Advisors’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 		$434K Buy
8,088
+1,874
+30% +$97.4K 0.04% 309
2026
Q1 		$307K Buy
6,214
+2
+0% +$104 0.04% 343
2025
Q4 		$340K Buy
6,212
+1,079
+21% +$57.5K 0.04% 317
2025
Q3 		$277K Buy
5,133
+343
+7% +$18.2K 0.03% 349
2025
Q2 		$251K Sell
4,790
-501
-9% -$24.8K 0.03% 352
2025
Q1 		$264K Buy
5,291
+59
+1% +$2.96K 0.04% 325
2024
Q4 		$253K Sell
5,232
-372
-7% -$18K 0.04% 329
2024
Q3 		$254K Sell
5,604
-939
-14% -$41K 0.04% 318
2024
Q2 		$269K Sell
6,543
-772
-11% -$31.8K 0.04% 295
2024
Q1 		$308K Sell
7,315
-174
-2% -$6.87K 0.05% 280
2023
Q4 		$282K Buy
7,489
+131
+2% +$4.54K 0.04% 275
2023
Q3 		$244K Sell
7,358
-5,391
-42% -$186K 0.04% 283
2023
Q2 		$430K Buy
12,749
+3,171
+33% +$103K 0.06% 230
2023
Q1 		$308K Buy
9,578
+1,661
+21% +$57.7K 0.04% 261
2022
Q4 		$271K Buy
7,917
+6
+0.1% +$203 0.04% 283
2022
Q3 		$240K Sell
7,911
-1,132
-13% -$37.4K 0.04% 278
2022
Q2 		$284K Sell
9,043
-83
-0.9% -$2.87K 0.04% 256
2022
Q1 		$350K Sell
9,126
-237
-3% -$9.26K 0.05% 244
2021
Q4 		$366K Buy
9,363
+826
+10% +$32.5K 0.05% 235
2021
Q3 		$341K Buy
8,537
+404
+5% +$15.1K 0.05% 239
2021
Q2 		$298K Buy
8,133
+4
+0% +$146 0.04% 246
2021
Q1 		$277K Buy
8,129
+200
+3% +$6.42K 0.04% 240
2020
Q4 		$234K Buy
+7,929
New +$212K 0.04% 238

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mayflower Financial Advisors's XLF Position: Q2 2026 in Review

Mayflower Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 30% in Q2 2026, buying an estimated $97.4K and bringing the position to 8,088 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #309.

Mayflower Financial Advisors first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. 762 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Mayflower Financial Advisors held 8,088 shares of State Street Financial Select Sector SPDR ETF worth $434K as of Q2 2026.
  • Mayflower Financial Advisors bought 1,874 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $97.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #309 holding.
  • Mayflower Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 762 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.