MMA Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MMA Asset Management’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	26,325 -1,403	-5%	-$72.9K	0.45%	46
2026 Q1	$1.37M	Sell	27,728 -696	-2%	-$36.3K	0.48%	46
2025 Q4	$1.56M	Sell	28,424 -84	-0.3%	-$4.48K	0.55%	41
2025 Q3	$1.54M	Buy	28,508 +460	+2%	+$24.4K	0.51%	44
2025 Q2	$1.47M	Sell	28,048 -389	-1%	-$19.3K	0.56%	40
2025 Q1	$1.42M	Buy	28,437 +3,187	+13%	+$160K	0.6%	32
2024 Q4	$1.22M	Sell	25,250 -49,038	-66%	-$2.37M	0.53%	36
2024 Q3	$2.75M	Buy	74,288 +50,375	+211%	+$2.2M	0.73%	30
2024 Q2	$983K	Sell	23,913 -21,621	-47%	-$890K	0.46%	44
2024 Q1	$1.88M	Sell	45,534 -2,021	-4%	-$79.8K	0.89%	24
2023 Q4	$1.79M	Sell	47,555 -3,122	-6%	-$108K	0.95%	29
2023 Q3	$1.68M	Sell	50,677 -2,705	-5%	-$93.2K	0.97%	29
2023 Q2	$1.8M	Sell	53,382 -806	-1%	-$26.3K	1.05%	26
2023 Q1	$1.74M	Buy	54,188 +5,155	+11%	+$179K	1.25%	20
2022 Q4	$1.68M	Buy	49,033 +2,573	+6%	+$87K	1.37%	20
2022 Q3	$1.41M	Buy	46,460 +6,767	+17%	+$224K	1.22%	20
2022 Q2	$1.25M	Hold	39,693	–	–	1.07%	21
2022 Q1	$1.33M	Buy	39,693 +400	+1%	+$15.6K	1.05%	21
2021 Q4	$1.53M	Sell	39,293 -250	-0.6%	-$9.83K	1.08%	19
2021 Q3	$1.48M	Sell	39,543 -155	-0.4%	-$5.8K	1.13%	20
2021 Q2	$1.46M	Hold	39,698	–	–	1.11%	20
2021 Q1	$1.35M	Buy	39,698 +7,821	+25%	+$251K	1.17%	18
2020 Q4	$940K	Buy	+31,877	New	+$853K	0.91%	22

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

MMA Asset Management's XLF Position: Q2 2026 in Review

MMA Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.1% in Q2 2026, selling an estimated $72.9K and leaving 26,325 shares worth $1.41M. The position accounts for 0.45% of the portfolio, ranked #46.

MMA Asset Management first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.75M in Q3 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

MMA Asset Management held 26,325 shares of State Street Financial Select Sector SPDR ETF worth $1.41M as of Q2 2026.
MMA Asset Management sold 1,403 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $72.9K.
State Street Financial Select Sector SPDR ETF made up 0.45% of MMA Asset Management's portfolio in Q2 2026, its #46 holding.
MMA Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
MMA Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $2.75M in Q3 2024.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.