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 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%	+$1.15K	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 $1.81T 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

McDonald Partners's XLF Position: Q2 2026 in Review

McDonald Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 250 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: McDonald Partners previously reported a position in XLF as recently as Q2 2024.

McDonald Partners first reported a position in XLF in Q4 2020 and has held it in 15 quarters since. The position peaked at $589K in Q1 2022. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

McDonald Partners held 250 shares of State Street Financial Select Sector SPDR ETF worth $13.4K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new McDonald Partners position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #448 holding.
McDonald Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
McDonald Partners's State Street Financial Select Sector SPDR ETF position peaked at $589K in Q1 2022.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.