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
2021 Q3	–	Sell	-1,300	Closed	-$48K	–	353
2021 Q2	$48K	Buy	+1,300	New	+$47.6K	0.01%	311

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 22.9% 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

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. 1,902 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.
1,902 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.