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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mission Wealth Management's XLF Position: Q2 2026 in Review

Mission Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q2 2026, buying an estimated $722K and bringing the position to 78,280 shares worth $4.2M. The position accounts for 0.05% of the portfolio, ranked #197.

Mission Wealth Management first reported a position in XLF in Q1 2019 and has held it in 30 quarters since. 1,000 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Mission Wealth Management held 78,280 shares of State Street Financial Select Sector SPDR ETF worth $4.2M as of Q2 2026.
  • Mission Wealth Management bought 13,887 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $722K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Mission Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,000 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.