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

Modus 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 Q1	$3.87M	Buy	78,325 +23,438	+43%	+$1.22M	1.06%	37
2025 Q4	$3.01M	Buy	54,887 +34,443	+168%	+$1.84M	0.79%	45
2025 Q3	$1.1M	Buy	20,444 +7,211	+54%	+$382K	0.3%	71
2025 Q2	$693K	Hold	13,233	–	–	0.21%	76
2025 Q1	$659K	Buy	13,233 +754	+6%	+$37.8K	0.22%	75
2024 Q4	$603K	Buy	12,479 +37	+0.3%	+$1.79K	0.19%	81
2024 Q3	$564K	Hold	12,442	–	–	0.19%	80
2024 Q2	$511K	Hold	12,442	–	–	0.18%	80
2024 Q1	$524K	Hold	12,442	–	–	0.19%	77
2023 Q4	$468K	Sell	12,442 -134,904	-92%	-$4.67M	0.19%	78
2023 Q3	$4.89M	Sell	147,346 -996	-0.7%	-$34.3K	2.13%	12
2023 Q2	$5M	Buy	148,342 +1,821	+1%	+$59.4K	2.15%	13
2023 Q1	$4.71M	Buy	146,521 +33	+0%	+$1.15K	2.17%	13
2022 Q4	$5.01M	Buy	146,488 +9,986	+7%	+$338K	2.43%	9
2022 Q3	$4.14M	Buy	136,502 +2,495	+2%	+$82.5K	2.18%	15
2022 Q2	$4.21M	Buy	134,007 +608	+0.5%	+$21K	2.13%	15
2022 Q1	$5.11M	Sell	133,399 -4,120	-3%	-$161K	2.24%	14
2021 Q4	$5.37M	Sell	137,519 -2,316	-2%	-$91K	2.29%	14
2021 Q3	$5.25M	Sell	139,835 -6,506	-4%	-$243K	2.27%	14
2021 Q2	$5.37M	Sell	146,341 -3,711	-2%	-$136K	2.26%	14
2021 Q1	$5.11M	Buy	150,052 +1,178	+0.8%	+$37.8K	2.37%	14
2020 Q4	$4.39M	Buy	148,874 +5,337	+4%	+$143K	2.27%	13
2020 Q3	$3.46M	Buy	143,537 +43,782	+44%	+$1.06M	1.98%	16
2020 Q2	$2.31M	Buy	+99,755	New	+$2.27M	1.51%	21

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

Modus Advisors's XLF Position: Q1 2026 in Review

Modus Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 43% in Q1 2026, buying an estimated $1.22M and bringing the position to 78,325 shares worth $3.87M. The position accounts for 1.06% of the portfolio, ranked #37.

Modus Advisors first reported a position in XLF in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.37M in Q4 2021. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Modus Advisors held 78,325 shares of State Street Financial Select Sector SPDR ETF worth $3.87M as of Q1 2026.
Modus Advisors bought 23,438 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.22M.
State Street Financial Select Sector SPDR ETF made up 1.06% of Modus Advisors's portfolio in Q1 2026, its #37 holding.
Modus Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Modus Advisors's State Street Financial Select Sector SPDR ETF position peaked at $5.37M in Q4 2021.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.