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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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

MJT & Associates Financial Advisory's XLF Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 600 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #99.

MJT & Associates Financial Advisory first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $32.9K in Q4 2025. 624 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • MJT & Associates Financial Advisory held 600 shares of State Street Financial Select Sector SPDR ETF worth $32.2K as of Q2 2026.
  • MJT & Associates Financial Advisory left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #99 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 6 quarters since.
  • MJT & Associates Financial Advisory's State Street Financial Select Sector SPDR ETF position peaked at $32.9K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.