MCF Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MCF 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
2026 Q1	$925K	Buy	18,734 +5,000	+36%	+$261K	0.04%	181
2025 Q4	$752K	Buy	13,734 +100	+0.7%	+$5.33K	0.04%	158
2025 Q3	$734K	Hold	13,634	–	–	0.05%	132
2025 Q2	$714K	Hold	13,634	–	–	0.05%	115
2025 Q1	$679K	Hold	13,634	–	–	0.05%	116
2024 Q4	$659K	Hold	13,634	–	–	0.05%	116
2024 Q3	$618K	Buy	13,634 +266	+2%	+$11.6K	0.04%	125
2024 Q2	$550K	Hold	13,368	–	–	0.04%	123
2024 Q1	$563K	Hold	13,368	–	–	0.04%	128
2023 Q4	$503K	Buy	13,368 +750	+6%	+$26K	0.04%	135
2023 Q3	$419K	Hold	12,618	–	–	0.04%	141
2023 Q2	$425K	Hold	12,618	–	–	0.04%	139
2023 Q1	$406K	Hold	12,618	–	–	0.04%	140
2022 Q4	$432K	Hold	12,618	–	–	0.04%	132
2022 Q3	$383K	Hold	12,618	–	–	0.04%	134
2022 Q2	$397K	Hold	12,618	–	–	0.04%	119
2022 Q1	$484K	Buy	+12,618	New	+$493K	0.05%	111
2021 Q4	–	Sell	-12,618	Closed	-$474K	–	708
2021 Q3	$474K	Sell	12,618 -190	-1%	-$7.11K	0.05%	105
2021 Q2	$470K	Buy	12,808 +190	+2%	+$6.95K	0.05%	95
2021 Q1	$430K	Hold	12,618	–	–	0.05%	93
2020 Q4	$372K	Hold	12,618	–	–	0.04%	94
2020 Q3	$304K	Sell	12,618 -3,562	-22%	-$86.6K	0.04%	111
2020 Q2	$374K	Buy	+16,180	New	+$367K	0.05%	91
2020 Q1	–	Sell	-3,825	Closed	-$118K	–	492
2019 Q4	$118K	Hold	3,825	–	–	0.02%	184
2019 Q3	$107K	Hold	3,825	–	–	0.02%	178
2019 Q2	$106K	Hold	3,825	–	–	0.02%	177
2019 Q1	$98K	Sell	3,825 -14,146	-79%	-$365K	0.02%	181
2018 Q4	$428K	Buy	17,971 +23	+0.1%	+$597	0.08%	80
2018 Q3	$495K	Sell	17,948 -4,652	-21%	-$130K	0.09%	74
2018 Q2	$601K	Buy	22,600 +82	+0.4%	+$2.26K	0.12%	58
2018 Q1	$621K	Sell	22,518 -990	-4%	-$28.5K	0.12%	51
2017 Q4	$656K	Buy	23,508 +1,080	+5%	+$29.1K	0.12%	51
2017 Q3	$580K	Sell	22,428 -735	-3%	-$18.3K	0.11%	58
2017 Q2	$571K	Buy	23,163 +71	+0.3%	+$1.69K	0.11%	48
2017 Q1	$548K	Buy	23,092 +4,382	+23%	+$105K	0.11%	53
2016 Q4	$435K	Sell	18,710 -198,861	-91%	-$4.27M	0.1%	59
2016 Q3	$4.2M	Sell	217,571 -28,893	-12%	-$596K	0.99%	15
2016 Q2	$4.95M	Buy	246,464 +16,967	+7%	+$343K	1.21%	15
2016 Q1	$4.53M	Buy	229,497 +168,090	+274%	+$3.2M	1.18%	15
2015 Q4	$1.28M	Buy	61,407 +55,711	+978%	+$1.17M	0.35%	26
2015 Q3	$113K	Hold	5,696	–	–	0.03%	130
2015 Q2	$122K	Hold	5,696	–	–	0.03%	130
2015 Q1	$121K	Hold	5,696	–	–	0.03%	131
2014 Q4	$124K	Sell	5,696 -2,049	-26%	-$42.9K	0.03%	125
2014 Q3	$152K	Buy	7,745 +472	+6%	+$9.53K	0.04%	108
2014 Q2	$143K	Buy	7,273 +5	+0.1%	+$97	0.05%	111
2014 Q1	$143K	Buy	7,268 +4,322	+147%	+$82.5K	0.05%	114
2013 Q4	$58K	Buy	+2,946	New	+$54.2K	0.02%	161

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCF Advisors's XLF Position: Q1 2026 in Review

MCF Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 36% in Q1 2026, buying an estimated $261K and bringing the position to 18,734 shares worth $925K. The position accounts for 0.04% of the portfolio, ranked #181.

MCF Advisors first reported a position in XLF in Q4 2013 and has held it in 48 quarters since. The position peaked at $4.95M in Q2 2016. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

MCF Advisors held 18,734 shares of State Street Financial Select Sector SPDR ETF worth $925K as of Q1 2026.
MCF Advisors bought 5,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $261K.
State Street Financial Select Sector SPDR ETF made up 0.04% of MCF Advisors's portfolio in Q1 2026, its #181 holding.
MCF Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 48 quarters since.
MCF Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.95M in Q2 2016.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.