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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMA Asset Management's XLF Position: Q1 2026 in Review

MMA Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q1 2026, selling an estimated $36.3K and leaving 27,728 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #46.

MMA Asset Management first reported a position in XLF in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.75M in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

MMA Asset Management held 27,728 shares of State Street Financial Select Sector SPDR ETF worth $1.37M as of Q1 2026.
MMA Asset Management sold 696 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $36.3K.
State Street Financial Select Sector SPDR ETF made up 0.48% of MMA Asset Management's portfolio in Q1 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 22 quarters since.
MMA Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $2.75M in Q3 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.