McAlister Sweet & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

McAlister Sweet & Associates’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	$8.59M	Buy	160,155 +5,388	+3%	+$280K	4.59%	6
2026 Q1	$7.64M	Buy	+154,767	New	+$8.06M	4.76%	6
2025 Q2	–	Sell	-143,337	Closed	-$7.14M	–	34
2025 Q1	$7.14M	Buy	+143,337	New	+$7.19M	5.41%	5
2022 Q1	–	Sell	-58,194	Closed	-$2.27M	–	40
2021 Q4	$2.27M	Buy	+58,194	New	+$2.29M	1.98%	14

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

McAlister Sweet & Associates's XLF Position: Q2 2026 in Review

McAlister Sweet & Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q2 2026, buying an estimated $280K and bringing the position to 160,155 shares worth $8.59M. The position accounts for 4.59% of the portfolio, ranked #6.

McAlister Sweet & Associates first reported a position in XLF in Q4 2021 and has held it in 4 quarters since. 870 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

McAlister Sweet & Associates held 160,155 shares of State Street Financial Select Sector SPDR ETF worth $8.59M as of Q2 2026.
McAlister Sweet & Associates bought 5,388 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $280K.
State Street Financial Select Sector SPDR ETF made up 4.59% of McAlister Sweet & Associates's portfolio in Q2 2026, its #6 holding.
McAlister Sweet & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
870 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.