MA
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

MKT Advisors's XLF Position: Q2 2026 in Review

MKT Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q2 2026, selling an estimated $29.2K and leaving 25,153 shares worth $1.41M. The position accounts for 0.44% of the portfolio, ranked #34.

MKT Advisors first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q3 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • MKT Advisors held 25,153 shares of State Street Financial Select Sector SPDR ETF worth $1.41M as of Q2 2026.
  • MKT Advisors sold 562 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $29.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.44% of MKT Advisors's portfolio in Q2 2026, its #34 holding.
  • MKT Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.45M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.