Modera Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
WA
JSAM
Modera Wealth Management's XLF Position: Q2 2026 in Review
Modera Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.32% in Q2 2026, selling an estimated $1.98K and leaving 11,697 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #421.
Modera Wealth Management first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $630K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Modera Wealth Management held 11,697 shares of State Street Financial Select Sector SPDR ETF worth $627K as of Q2 2026.
- Modera Wealth Management sold 38 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.98K.
- State Street Financial Select Sector SPDR ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #421 holding.
- Modera Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
- Modera Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $630K in Q3 2025.
- 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.