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Missouri Trust & Investment Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Missouri Trust & Investment Company’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 		– Sell
-3,484
Closed -$172K – 399
2026
Q1 		$172K Hold
3,484
– – 0.05% 149
2025
Q4 		$191K Buy
3,484
+200
+6% +$10.7K 0.06% 136
2025
Q3 		$177K Buy
3,284
+200
+6% +$10.6K 0.05% 140
2025
Q2 		$162K Buy
3,084
+1,554
+102% +$76.9K 0.05% 137
2025
Q1 		$76.2K Sell
1,530
-200
-12% -$10K 0.03% 175
2024
Q4 		$83.6K Sell
1,730
-25
-1% -$1.21K 0.03% 171
2024
Q3 		$79.5K Sell
1,755
-225
-11% -$9.82K 0.03% 175
2024
Q2 		$81.4K Hold
1,980
– – 0.03% 165
2024
Q1 		$83.4K Sell
1,980
-65
-3% -$2.57K 0.03% 163
2023
Q4 		$76.9K Sell
2,045
-10
-0.5% -$346 0.03% 165
2023
Q3 		$68.2K Sell
2,055
-405
-16% -$14K 0.03% 162
2023
Q2 		$82.9K Sell
2,460
-350
-12% -$11.4K 0.05% 157
2023
Q1 		$90.3K Sell
2,810
-130
-4% -$4.52K 0.06% 138
2022
Q4 		$101K Sell
2,940
-40
-1% -$1.35K 0.06% 136
2022
Q3 		$90K Sell
2,980
-100
-3% -$3.31K 0.06% 135
2022
Q2 		$97K Sell
3,080
-100
-3% -$3.46K 0.06% 132
2022
Q1 		$122K Sell
3,180
-260
-8% -$10.2K 0.07% 128
2021
Q4 		$134K Buy
+3,440
New +$135K 0.08% 126

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Missouri Trust & Investment Company's XLF Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 3,484 shares — an estimated $172K sold.

Missouri Trust & Investment Company first reported a position in XLF in Q4 2021 and held it in 18 quarters. The position peaked at $191K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Missouri Trust & Investment Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 3,484 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
  • Missouri Trust & Investment Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 18 quarters.
  • Missouri Trust & Investment Company's State Street Financial Select Sector SPDR ETF position peaked at $191K in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.