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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,896 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.
1,896 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.