MFG
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Merit Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Merit Financial Group’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 		$19.1M Buy
356,854
+20,305
+6% +$1.06M 0.12% 155
2026
Q1 		$16.6M Buy
336,549
+38,036
+13% +$1.98M 0.12% 144
2025
Q4 		$16.3M Buy
298,513
+68,267
+30% +$3.64M 0.13% 131
2025
Q3 		$12.4M Sell
230,246
-14,463
-6% -$766K 0.11% 146
2025
Q2 		$12.8M Sell
244,709
-4,581
-2% -$227K 0.14% 113
2025
Q1 		$12.4M Sell
249,290
-72,923
-23% -$3.66M 0.19% 90
2024
Q4 		$15.6M Buy
322,213
+6,051
+2% +$293K 0.28% 69
2024
Q3 		$14.3M Buy
316,162
+2,266
+0.7% +$98.9K 0.32% 54
2024
Q2 		$12.9M Sell
313,896
-4,020
-1% -$165K 0.28% 61
2024
Q1 		$12.9M Buy
317,916
+129,332
+69% +$5.11M 0.31% 55
2023
Q4 		$7.09M Sell
188,584
-110,887
-37% -$3.84M 0.22% 71
2023
Q3 		$9.93M Sell
299,471
-20,440
-6% -$704K 0.33% 49
2023
Q2 		$10.8M Buy
319,911
+44,339
+16% +$1.45M 0.35% 46
2023
Q1 		$8.86M Buy
275,572
+50,740
+23% +$1.76M 0.32% 53
2022
Q4 		$7.69M Buy
224,832
+137,281
+157% +$4.64M 0.28% 56
2022
Q3 		$2.66M Sell
87,551
-119,501
-58% -$3.95M 0.12% 125
2022
Q2 		$6.51M Buy
207,052
+178,103
+615% +$6.16M 0.2% 69
2022
Q1 		$1.11M Buy
+28,949
New +$1.13M 0.07% 145
2019
Q1 		– Sell
-16,589
Closed -$395K – 135
2018
Q4 		$395K Sell
16,589
-2,810
-14% -$73K 0.06% 59
2018
Q3 		$535K Buy
19,399
+901
+5% +$25.2K 0.09% 52
2018
Q2 		$491K Buy
+18,498
New +$510K 0.09% 53
2018
Q1 		– Sell
-9,213
Closed -$257K – 124
2017
Q4 		$257K Buy
+9,213
New +$248K 0.05% 95

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Merit Financial Group's XLF Position: Q2 2026 in Review

Merit Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6% in Q2 2026, buying an estimated $1.06M and bringing the position to 356,854 shares worth $19.1M. The position accounts for 0.12% of the portfolio, ranked #155.

Merit Financial Group first reported a position in XLF in Q4 2017 and has held it in 22 quarters since. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Merit Financial Group held 356,854 shares of State Street Financial Select Sector SPDR ETF worth $19.1M as of Q2 2026.
  • Merit Financial Group bought 20,305 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.06M.
  • State Street Financial Select Sector SPDR ETF made up 0.12% of Merit Financial Group's portfolio in Q2 2026, its #155 holding.
  • Merit Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 22 quarters since.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.