Modern Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Modern Wealth 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	$34.1M	Buy	636,457 +615,919	+2,999%	+$32M	0.41%	52
2026 Q1	$1.02M	Sell	20,538 -22,458	-52%	-$1.17M	0.02%	421
2025 Q4	$2.35M	Buy	42,996 +23,107	+116%	+$1.23M	0.04%	275
2025 Q3	$1.07M	Sell	19,889 -464	-2%	-$24.6K	0.02%	380
2025 Q2	$1.07M	Buy	20,353 +1,572	+8%	+$77.8K	0.03%	357
2025 Q1	$935K	Buy	18,781 +351	+2%	+$17.6K	0.03%	310
2024 Q4	$891K	Buy	+18,430	New	+$891K	0.03%	271

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

Modern Wealth Management's XLF Position: Q2 2026 in Review

Modern Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2,999% in Q2 2026, buying an estimated $32M and bringing the position to 636,457 shares worth $34.1M. The position accounts for 0.41% of the portfolio, ranked #52.

Modern Wealth Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Modern Wealth Management held 636,457 shares of State Street Financial Select Sector SPDR ETF worth $34.1M as of Q2 2026.
Modern Wealth Management bought 615,919 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $32M.
State Street Financial Select Sector SPDR ETF made up 0.41% of Modern Wealth Management's portfolio in Q2 2026, its #52 holding.
Modern Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.