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

MeadowBrook Investment 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
Q2 		$86.5K Sell
1,613
-150
-9% -$7.8K 0.07% 158
2026
Q1 		$87K Hold
1,763
– – 0.08% 157
2025
Q4 		$96.6K Hold
1,763
– – 0.08% 161
2025
Q3 		$95K Hold
1,763
– – 0.08% 158
2025
Q2 		$92.3K Hold
1,763
– – 0.08% 152
2025
Q1 		$87.8K Hold
1,763
– – 0.08% 155
2024
Q4 		$85.2K Buy
1,763
+58
+3% +$2.8K 0.08% 158
2024
Q3 		$77.3K Hold
1,705
– – 0.07% 149
2024
Q2 		$70.1K Hold
1,705
– – 0.07% 152
2024
Q1 		$71.8K Hold
1,705
– – 0.07% 152
2023
Q4 		$64.1K Buy
+1,705
New +$59K 0.06% 157

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

MeadowBrook Investment Advisors's XLF Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.5% in Q2 2026, selling an estimated $7.8K and leaving 1,613 shares worth $86.5K. The position accounts for 0.07% of the portfolio, ranked #158.

MeadowBrook Investment Advisors first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $96.6K in Q4 2025. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • MeadowBrook Investment Advisors held 1,613 shares of State Street Financial Select Sector SPDR ETF worth $86.5K as of Q2 2026.
  • MeadowBrook Investment Advisors sold 150 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • MeadowBrook Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • MeadowBrook Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $96.6K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.