MKT Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MKT Advisors’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	$1.37M	Buy	25,265 +112	+0.4%	+$6.35K	0.44%	32
2026 Q2	$1.41M	Sell	25,153 -562	-2%	-$29.2K	0.44%	34
2026 Q1	$1.28M	Buy	25,715 +269	+1%	+$14K	0.43%	33
2025 Q4	$1.43M	Sell	25,446 -1,633	-6%	-$87K	0.49%	33
2025 Q3	$1.45M	Sell	27,079 -311	-1%	-$16.5K	0.54%	32
2025 Q2	$1.44M	Buy	27,390 +54	+0.2%	+$2.67K	0.57%	27
2025 Q1	$1.21M	Buy	27,336 +393	+1%	+$19.7K	0.57%	26
2024 Q4	$1.35M	Buy	26,943 +4,172	+18%	+$202K	0.59%	28
2024 Q3	$1.03M	Buy	22,771 +884	+4%	+$38.6K	0.48%	33
2024 Q2	$914K	Buy	21,887 +613	+3%	+$25.2K	0.45%	36
2024 Q1	$870K	Sell	21,274 -184	-0.9%	-$7.26K	0.48%	32
2023 Q4	$810K	Buy	21,458 +3,317	+18%	+$115K	0.53%	36
2023 Q3	$597K	Buy	18,141 +504	+3%	+$17.4K	0.45%	45
2023 Q2	$621K	Buy	17,637 +8	+0%	+$261	0.44%	43
2023 Q1	$562K	Buy	17,629 +10	+0.1%	+$348	0.42%	54
2022 Q4	$630K	Sell	17,619 -1	-0%	-$34	0.48%	50
2022 Q3	$535K	Buy	17,620 +11	+0.1%	+$364	0.47%	51
2022 Q2	$560K	Sell	17,609 -2,374	-12%	-$82K	0.44%	53
2022 Q1	$678K	Buy	19,983 +2,467	+14%	+$96.4K	0.51%	40
2021 Q4	$676K	Buy	+17,516	New	+$688K	0.53%	38

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors's XLF Position: Q3 2026 in Review

MKT Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.45% in Q3 2026, buying an estimated $6.35K and bringing the position to 25,265 shares worth $1.37M. The position accounts for 0.44% of the portfolio, ranked #32.

MKT Advisors first reported a position in XLF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.45M in Q3 2025. 672 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

MKT Advisors held 25,265 shares of State Street Financial Select Sector SPDR ETF worth $1.37M as of Q3 2026.
MKT Advisors bought 112 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $6.35K.
State Street Financial Select Sector SPDR ETF made up 0.44% of MKT Advisors's portfolio in Q3 2026, its #32 holding.
MKT Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
MKT Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.45M in Q3 2025.
672 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.