Medallion Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Medallion Wealth Advisors's XLF Position: Q1 2026 in Review
Medallion Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.8% in Q1 2026, selling an estimated $25.6K and leaving 5,800 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #194.
Medallion Wealth Advisors first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $390K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Medallion Wealth Advisors held 5,800 shares of State Street Financial Select Sector SPDR ETF worth $286K as of Q1 2026.
- Medallion Wealth Advisors sold 491 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $25.6K.
- State Street Financial Select Sector SPDR ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #194 holding.
- Medallion Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Medallion Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $390K in Q1 2025.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.