Mesirow Financial Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mesirow Financial Investment Management’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	$1.65M	Buy	30,689 +798	+3%	+$41.5K	0.03%	226
2026 Q1	$1.48M	Buy	29,891 +40	+0.1%	+$2.08K	0.02%	224
2025 Q4	$1.63M	Buy	29,851 +542	+2%	+$28.9K	0.03%	201
2025 Q3	$1.58M	Sell	29,309 -2,716	-8%	-$144K	0.03%	217
2025 Q2	$1.68M	Sell	32,025 -18	-0.1%	-$891	0.03%	208
2025 Q1	$1.6M	Sell	32,043 -148	-0.5%	-$7.42K	0.03%	215
2024 Q4	$1.56M	Buy	32,191 +442	+1%	+$21.4K	0.03%	214
2024 Q3	$1.44M	Buy	31,749 +931	+3%	+$40.6K	0.03%	226
2024 Q2	$1.27M	Sell	30,818 -831	-3%	-$34.2K	0.03%	223
2024 Q1	$1.33M	Buy	31,649 +6,148	+24%	+$243K	0.03%	223
2023 Q4	$959K	Buy	+25,501	New	+$883K	0.04%	227

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mesirow Financial Investment Management's XLF Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.7% in Q2 2026, buying an estimated $41.5K and bringing the position to 30,689 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #226.

Mesirow Financial Investment Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Mesirow Financial Investment Management held 30,689 shares of State Street Financial Select Sector SPDR ETF worth $1.65M as of Q2 2026.
Mesirow Financial Investment Management bought 798 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $41.5K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #226 holding.
Mesirow Financial Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $1.68M in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.