MML Investors Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MML Investors Services’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	$162M	Sell	3,272,285 -918,604	-22%	-$47.9M	0.45%	37
2025 Q4	$230M	Buy	4,190,889 +201,482	+5%	+$10.7M	0.56%	30
2025 Q3	$215M	Buy	3,989,407 +811,737	+26%	+$43M	0.57%	29
2025 Q2	$166M	Sell	3,177,670 -112,692	-3%	-$5.58M	0.48%	33
2025 Q1	$164M	Buy	3,290,362 +441,941	+16%	+$22.2M	0.55%	31
2024 Q4	$138M	Buy	2,848,421 +646,472	+29%	+$31.3M	0.48%	33
2024 Q3	$99.8M	Buy	2,201,949 +1,097,733	+99%	+$47.9M	0.36%	50
2024 Q2	$45.4M	Buy	1,104,216 +286,047	+35%	+$11.8M	0.18%	125
2024 Q1	$34.5M	Sell	818,169 -16,344	-2%	-$645K	0.14%	165
2023 Q4	$31.4M	Sell	834,513 -28,329	-3%	-$981K	0.14%	163
2023 Q3	$28.6M	Buy	862,842 +76,736	+10%	+$2.64M	0.16%	142
2023 Q2	$26.5M	Sell	786,106 -19,904	-2%	-$650K	0.15%	157
2023 Q1	$25.9M	Sell	806,010 -3,894	-0.5%	-$135K	0.18%	120
2022 Q4	$27.7M	Buy	809,904 +105,513	+15%	+$3.57M	0.18%	129
2022 Q3	$21.4M	Sell	704,391 -98,906	-12%	-$3.27M	0.16%	135
2022 Q2	$25.3M	Buy	803,297 +716	+0.1%	+$24.7K	0.19%	115
2022 Q1	$30.8M	Buy	802,581 +147,295	+22%	+$5.76M	0.22%	96
2021 Q4	$25.6M	Sell	655,286 -19,831	-3%	-$779K	0.18%	119
2021 Q3	$25.3M	Buy	675,117 +32,065	+5%	+$1.2M	0.2%	106
2021 Q2	$23.6M	Buy	643,052 +139,568	+28%	+$5.11M	0.2%	116
2021 Q1	$17.1M	Buy	503,484 +58,468	+13%	+$1.88M	0.16%	143
2020 Q4	$13.1M	Sell	445,016 -54,045	-11%	-$1.45M	0.14%	163
2020 Q3	$12M	Sell	499,061 -17,842	-3%	-$434K	0.15%	155
2020 Q2	$12M	Sell	516,903 -7,475	-1%	-$170K	0.16%	151
2020 Q1	$10.9M	Sell	524,378 -134,649	-20%	-$3.71M	0.19%	132
2019 Q4	$20.3M	Sell	659,027 -52,079	-7%	-$1.53M	0.29%	82
2019 Q3	$19.9M	Sell	711,106 -442,374	-38%	-$12.2M	0.32%	71
2019 Q2	$31.8M	Buy	1,153,480 +14,455	+1%	+$391K	0.46%	42
2019 Q1	$29.3M	Sell	1,139,025 -71,650	-6%	-$1.85M	0.45%	40
2018 Q4	$28.8M	Sell	1,210,675 -326,388	-21%	-$8.48M	0.52%	34
2018 Q3	$42.4M	Buy	1,537,063 +158,817	+12%	+$4.44M	0.72%	22
2018 Q2	$36.6M	Buy	1,378,246 +11,554	+0.8%	+$319K	0.8%	23
2018 Q1	$37.7M	Buy	1,366,692 +49,676	+4%	+$1.43M	0.8%	21
2017 Q4	$36.8M	Buy	1,317,016 +226,039	+21%	+$6.08M	0.7%	28
2017 Q3	$28.2M	Buy	1,090,977 +84,750	+8%	+$2.11M	0.58%	41
2017 Q2	$24.8M	Buy	+1,006,227	New	+$23.9M	0.48%	56
2017 Q1	–	Sell	-148,794	Closed	-$3.46M	–	835
2016 Q4	$3.46M	Buy	148,794 +18,191	+14%	+$390K	3.88%	9
2016 Q3	$2.52M	Sell	130,603 -29,131	-18%	-$601K	2.9%	11
2016 Q2	$3.21M	Buy	159,734 +5,580	+4%	+$113K	2.87%	11
2016 Q1	$3.04M	Buy	154,154 +21,785	+16%	+$415K	2.78%	12
2015 Q4	$2.77M	Buy	132,369 +14,732	+13%	+$310K	2.57%	12
2015 Q3	$2.34M	Buy	117,637 +18,471	+19%	+$391K	2.38%	12
2015 Q2	$2.12M	Buy	+99,166	New	+$2.14M	2.18%	17

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

MML Investors Services's XLF Position: Q1 2026 in Review

MML Investors Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q1 2026, selling an estimated $47.9M and leaving 3,272,285 shares worth $162M. The position accounts for 0.45% of the portfolio, ranked #37.

MML Investors Services first reported a position in XLF in Q2 2015 and has held it in 43 quarters since. The position peaked at $230M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

MML Investors Services held 3,272,285 shares of State Street Financial Select Sector SPDR ETF worth $162M as of Q1 2026.
MML Investors Services sold 918,604 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $47.9M.
State Street Financial Select Sector SPDR ETF made up 0.45% of MML Investors Services's portfolio in Q1 2026, its #37 holding.
MML Investors Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 43 quarters since.
MML Investors Services's State Street Financial Select Sector SPDR ETF position peaked at $230M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.