MJT & Associates Financial Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MJT & Associates Financial Advisory’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 Q3	$32K	Hold	600	–	–	0.02%	90
2026 Q2	$32.2K	Hold	600	–	–	0.02%	99
2026 Q1	$29.6K	Hold	600	–	–	0.02%	97
2025 Q4	$32.9K	Hold	600	–	–	0.02%	100
2025 Q3	$32.3K	Hold	600	–	–	0.03%	101
2025 Q2	$31.4K	Hold	600	–	–	0.04%	122
2025 Q1	$29.9K	Buy	+600	New	+$30.1K	0.03%	127

Other funds holding XLF

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

MJT & Associates Financial Advisory's XLF Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 600 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #90.

MJT & Associates Financial Advisory first reported a position in XLF in Q1 2025 and has held it in 7 quarters since. The position peaked at $32.9K in Q4 2025. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

MJT & Associates Financial Advisory held 600 shares of State Street Financial Select Sector SPDR ETF worth $32K as of Q3 2026.
MJT & Associates Financial Advisory left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #90 holding.
MJT & Associates Financial Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's State Street Financial Select Sector SPDR ETF position peaked at $32.9K in Q4 2025.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.