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: Q2 2026 in Review
Medallion Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q2 2026, selling an estimated $104 and leaving 5,798 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #182.
Medallion Wealth Advisors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Medallion Wealth Advisors held 5,798 shares of State Street Financial Select Sector SPDR ETF worth $311K as of Q2 2026.
- Medallion Wealth Advisors sold 2 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $104.
- State Street Financial Select Sector SPDR ETF made up 0.1% of Medallion Wealth Advisors's portfolio in Q2 2026, its #182 holding.
- Medallion Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- Medallion Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $390K in Q1 2025.
- 1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.