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 Q2	$3.84M	Sell	71,595 -6,730	-9%	-$350K	0.95%	42
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 $1.81T 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

Modus Advisors's XLF Position: Q2 2026 in Review

Modus Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.6% in Q2 2026, selling an estimated $350K and leaving 71,595 shares worth $3.84M. The position accounts for 0.95% of the portfolio, ranked #42.

Modus Advisors first reported a position in XLF in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.37M in Q4 2021. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Modus Advisors held 71,595 shares of State Street Financial Select Sector SPDR ETF worth $3.84M as of Q2 2026.
Modus Advisors sold 6,730 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $350K.
State Street Financial Select Sector SPDR ETF made up 0.95% of Modus Advisors's portfolio in Q2 2026, its #42 holding.
Modus Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Modus Advisors's State Street Financial Select Sector SPDR ETF position peaked at $5.37M in Q4 2021.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.