Millstone Evans Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Millstone Evans 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	$280K	Sell	5,214 -900	-15%	-$46.8K	0.15%	111
2026 Q1	$302K	Buy	6,114 +1	+0%	+$52	0.18%	99
2025 Q4	$335K	Hold	6,113	–	–	0.2%	89
2025 Q3	$329K	Hold	6,113	–	–	0.21%	84
2025 Q2	$320K	Sell	6,113 -104	-2%	-$5.15K	0.22%	85
2025 Q1	$310K	Buy	6,217 +1,241	+25%	+$62.2K	0.21%	88
2024 Q4	$240K	Buy	+4,976	New	+$241K	0.16%	103

Other funds holding XLF

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Millstone Evans Group's XLF Position: Q2 2026 in Review

Millstone Evans Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, selling an estimated $46.8K and leaving 5,214 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #111.

Millstone Evans Group first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q4 2025. 1,615 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Millstone Evans Group held 5,214 shares of State Street Financial Select Sector SPDR ETF worth $280K as of Q2 2026.
Millstone Evans Group sold 900 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $46.8K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Millstone Evans Group's portfolio in Q2 2026, its #111 holding.
Millstone Evans Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's State Street Financial Select Sector SPDR ETF position peaked at $335K in Q4 2025.
1,615 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.