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

MMBG Investment 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 		$12.1M Buy
226,025
+7,257
+3% +$377K 0.96% 21
2026
Q1 		$10.8M Buy
218,768
+34,325
+19% +$1.79M 0.99% 20
2025
Q4 		$10.1M Buy
184,443
+8,224
+5% +$438K 0.85% 26
2025
Q3 		$9.49M Sell
176,219
-22,900
-12% -$1.21M 0.84% 27
2025
Q2 		$10.4M Sell
199,119
-26,004
-12% -$1.29M 1.04% 23
2025
Q1 		$11.2M Sell
225,123
-37,535
-14% -$1.88M 1.27% 17
2024
Q4 		$12.7M Sell
262,658
-44,010
-14% -$2.13M 1.35% 17
2024
Q3 		$13.9M Buy
306,668
+3,166
+1% +$138K 1.45% 16
2024
Q2 		$12.5M Sell
303,502
-1,770
-0.6% -$72.8K 1.34% 17
2024
Q1 		$12.9M Buy
305,272
+3,400
+1% +$134K 1.36% 16
2023
Q4 		$11.4M Sell
301,872
-630
-0.2% -$21.8K 1.34% 16
2023
Q3 		$10M Sell
302,502
-5,775
-2% -$199K 1.26% 15
2023
Q2 		$10.1M Sell
308,277
-9,000
-3% -$294K 1.23% 17
2023
Q1 		$10.2M Sell
317,277
-12,290
-4% -$427K 1.29% 19
2022
Q4 		$11.3M Sell
329,567
-33,731
-9% -$1.14M 1.49% 18
2022
Q3 		$11M Buy
363,298
+200
+0.1% +$6.61K 1.48% 17
2022
Q2 		$11.4M Buy
363,098
+47,305
+15% +$1.63M 1.42% 18
2022
Q1 		$12.1M Sell
315,793
-4,670
-1% -$183K 1.26% 20
2021
Q4 		$12.5M Buy
+320,463
New +$12.6M 1.2% 24

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

MMBG Investment Advisors's XLF Position: Q2 2026 in Review

MMBG Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.3% in Q2 2026, buying an estimated $377K and bringing the position to 226,025 shares worth $12.1M. The position accounts for 0.96% of the portfolio, ranked #21.

MMBG Investment Advisors first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.9M in Q3 2024. 1,420 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • MMBG Investment Advisors held 226,025 shares of State Street Financial Select Sector SPDR ETF worth $12.1M as of Q2 2026.
  • MMBG Investment Advisors bought 7,257 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $377K.
  • State Street Financial Select Sector SPDR ETF made up 0.96% of MMBG Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • MMBG Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $13.9M in Q3 2024.
  • 1,420 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.