Mission Wealth Management
XLF icon

Mission Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mission Wealth 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
2023
Q4 		– Hold
0
– -$6.63K – 606
2023
Q3 		– Hold
0
– – – 548
2023
Q2 		– Hold
0
– – – 549
2023
Q1 		– Hold
0
– – – 535

Other funds holding XLF

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Mission Wealth Management's XLF Position: Q3 2026 in Review

Mission Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q3 2026, selling an estimated $841K and leaving 63,449 shares worth $3.39M. The position accounts for 0.05% of the portfolio, ranked #201.

Mission Wealth Management first reported a position in XLF in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.2M in Q2 2026. 273 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Mission Wealth Management held 63,449 shares of State Street Financial Select Sector SPDR ETF worth $3.39M as of Q3 2026.
  • Mission Wealth Management sold 14,831 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $841K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Mission Wealth Management's portfolio in Q3 2026, its #201 holding.
  • Mission Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 31 quarters since.
  • Mission Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.2M in Q2 2026.
  • 273 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.