McAdam LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

McAdam LLC’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	$625K	Sell	11,658 -794	-6%	-$41.3K	0.02%	236
2026 Q1	$615K	Buy	12,452 +1,714	+16%	+$89.3K	0.03%	215
2025 Q4	$588K	Buy	10,738 +3,604	+51%	+$192K	0.03%	205
2025 Q3	$384K	Buy	7,134 +1,256	+21%	+$66.5K	0.02%	254
2025 Q2	$308K	Buy	5,878 +98	+2%	+$4.85K	0.02%	280
2025 Q1	$288K	Buy	+5,780	New	+$290K	0.02%	267
2024 Q3	–	Sell	-7,599	Closed	-$312K	–	353
2024 Q2	$312K	Buy	+7,599	New	+$313K	0.02%	232
2018 Q4	–	Sell	-8,319	Closed	-$230K	–	631
2018 Q3	$230K	Buy	8,319 +2,653	+47%	+$74.2K	0.08%	57
2018 Q2	$151K	Buy	5,666 +2,455	+76%	+$67.7K	0.06%	74
2018 Q1	$89K	Buy	+3,211	New	+$92.5K	0.04%	110

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

McAdam LLC's XLF Position: Q2 2026 in Review

McAdam LLC reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.4% in Q2 2026, selling an estimated $41.3K and leaving 11,658 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #236.

McAdam LLC first reported a position in XLF in Q1 2018 and has held it in 10 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

McAdam LLC held 11,658 shares of State Street Financial Select Sector SPDR ETF worth $625K as of Q2 2026.
McAdam LLC sold 794 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $41.3K.
State Street Financial Select Sector SPDR ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #236 holding.
McAdam LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 10 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.