MIC
XLF icon

Means Investment Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Means Investment Company’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 		$11.2M Buy
226,097
+10,520
+5% +$548K 0.97% 20
2025
Q4 		$11.8M Buy
215,577
+6,905
+3% +$368K 0.99% 20
2025
Q3 		$11.2M Buy
208,672
+27,629
+15% +$1.46M 0.97% 20
2025
Q2 		$9.48M Buy
181,043
+10,287
+6% +$509K 0.9% 20
2025
Q1 		$8.51M Buy
170,756
+150,891
+760% +$7.57M 0.9% 20
2024
Q4 		$960K Buy
19,865
+8,755
+79% +$423K 0.1% 98
2024
Q3 		$504K Buy
11,110
+3
+0% +$131 0.06% 123
2024
Q2 		$457K Sell
11,107
-164
-1% -$6.75K 0.05% 125
2024
Q1 		$475K Buy
11,271
+4
+0% +$158 0.06% 129
2023
Q4 		$424K Sell
11,267
-9
-0.1% -$312 0.06% 132
2023
Q3 		$374K Sell
11,276
-553
-5% -$19.1K 0.06% 138
2023
Q2 		$399K Sell
11,829
-15
-0.1% -$490 0.06% 134
2023
Q1 		$381K Sell
11,844
-108
-0.9% -$3.75K 0.07% 136
2022
Q4 		$409K Buy
+11,952
New +$404K 0.08% 130
2022
Q3 		– Sell
-6,941
Closed -$218K – 194
2022
Q2 		$218K Buy
6,941
+212
+3% +$7.33K 0.05% 179
2022
Q1 		$258K Buy
+6,729
New +$263K 0.05% 170

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Means Investment Company's XLF Position: Q1 2026 in Review

Means Investment Company increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.9% in Q1 2026, buying an estimated $548K and bringing the position to 226,097 shares worth $11.2M. The position accounts for 0.97% of the portfolio, ranked #20.

Means Investment Company first reported a position in XLF in Q1 2022 and has held it in 16 quarters since. The position peaked at $11.8M in Q4 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Means Investment Company held 226,097 shares of State Street Financial Select Sector SPDR ETF worth $11.2M as of Q1 2026.
  • Means Investment Company bought 10,520 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $548K.
  • State Street Financial Select Sector SPDR ETF made up 0.97% of Means Investment Company's portfolio in Q1 2026, its #20 holding.
  • Means Investment Company first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
  • Means Investment Company's State Street Financial Select Sector SPDR ETF position peaked at $11.8M in Q4 2025.
  • 1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.