McDonald Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

McDonald Partners’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 Q3	$13.4K	Hold	250	–	–	﹤0.01%	444
2026 Q2	$13.4K	Buy	+250	New	+$13K	﹤0.01%	448
2024 Q3	–	Sell	-12,394	Closed	-$510K	–	249
2024 Q2	$510K	Sell	12,394 -294	-2%	-$12.1K	0.14%	163
2024 Q1	$534K	Buy	12,688 +29	+0.2%	+$1.14K	0.15%	162
2023 Q4	$476K	Buy	12,659 +75	+0.6%	+$2.6K	0.14%	168
2023 Q3	$417K	Sell	12,584 -54	-0.4%	-$1.86K	0.14%	167
2023 Q2	$426K	Buy	12,638 +142	+1%	+$4.63K	0.13%	166
2023 Q1	$402K	Buy	12,496 +1,239	+11%	+$43.1K	0.13%	164
2022 Q4	$385K	Buy	11,257 +4,616	+70%	+$156K	0.13%	162
2022 Q3	$202K	Sell	6,641 -8,494	-56%	-$281K	0.08%	207
2022 Q2	$476K	Sell	15,135 -248	-2%	-$8.57K	0.12%	184
2022 Q1	$589K	Buy	+15,383	New	+$601K	0.13%	182
2021 Q4	–	Sell	-14,900	Closed	-$559K	–	731
2021 Q3	$559K	Buy	14,900 +2,392	+19%	+$89.5K	0.13%	178
2021 Q2	$458K	Buy	12,508 +296	+2%	+$10.8K	0.11%	196
2021 Q1	$416K	Buy	12,212 +1,000	+9%	+$32.1K	0.11%	193
2020 Q4	$331K	Buy	+11,212	New	+$300K	0.09%	210

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

McDonald Partners's XLF Position: Q3 2026 in Review

McDonald Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 250 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

McDonald Partners first reported a position in XLF in Q4 2020 and has held it in 16 quarters since. The position peaked at $589K in Q1 2022. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

McDonald Partners held 250 shares of State Street Financial Select Sector SPDR ETF worth $13.4K as of Q3 2026.
McDonald Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of McDonald Partners's portfolio in Q3 2026, its #444 holding.
McDonald Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
McDonald Partners's State Street Financial Select Sector SPDR ETF position peaked at $589K in Q1 2022.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.