MGB Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
MGB Wealth Management's XLF Position: Q4 2025 in Review
MGB Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.17% in Q4 2025, buying an estimated $1.01K and bringing the position to 10,954 shares worth $601K. The position accounts for 0.17% of the portfolio, ranked #113.
MGB Wealth Management first reported a position in XLF in Q4 2023 and has held it in 9 quarters since. The position peaked at $659K in Q2 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.
- MGB Wealth Management held 10,954 shares of State Street Financial Select Sector SPDR ETF worth $601K as of Q4 2025.
- MGB Wealth Management bought 19 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $1.01K.
- State Street Financial Select Sector SPDR ETF made up 0.17% of MGB Wealth Management's portfolio in Q4 2025, its #113 holding.
- MGB Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
- MGB Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $659K in Q2 2025.
- 1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.
Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.