Moisand Fitzgerald Tamayo’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Moisand Fitzgerald Tamayo’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	$16.1K	Hold	300	–	–	﹤0.01%	315
2026 Q1	$14.8K	Hold	300	–	–	﹤0.01%	298
2025 Q4	$16.4K	Hold	300	–	–	﹤0.01%	295
2025 Q3	$16.2K	Hold	300	–	–	﹤0.01%	300
2025 Q2	$15.7K	Sell	300 -127	-30%	-$6.29K	﹤0.01%	297
2025 Q1	$21.3K	Hold	427	–	–	﹤0.01%	269
2024 Q4	$20.6K	Hold	427	–	–	﹤0.01%	267
2024 Q3	$19.4K	Sell	427 -96	-18%	-$4.19K	﹤0.01%	284
2024 Q2	$21.5K	Buy	523 +96	+22%	+$3.95K	﹤0.01%	240
2024 Q1	$18K	Hold	427	–	–	﹤0.01%	259
2023 Q4	$16.1K	Hold	427	–	–	﹤0.01%	281
2023 Q3	$14.2K	Hold	427	–	–	﹤0.01%	298
2023 Q2	$14.4K	Hold	427	–	–	﹤0.01%	290
2023 Q1	$13.7K	Hold	427	–	–	﹤0.01%	299
2022 Q4	$14.6K	Hold	427	–	–	﹤0.01%	283
2022 Q3	$13K	Hold	427	–	–	﹤0.01%	262
2022 Q2	$13K	Buy	427 +127	+42%	+$4.39K	﹤0.01%	261
2022 Q1	$11K	Sell	300 -241	-45%	-$9.42K	0.01%	179
2021 Q4	$21K	Hold	541	–	–	0.01%	207
2021 Q3	$20K	Hold	541	–	–	0.01%	199
2021 Q2	$20K	Buy	541 +241	+80%	+$8.82K	0.01%	209
2021 Q1	$10K	Hold	300	–	–	﹤0.01%	217
2020 Q4	$9K	Hold	300	–	–	﹤0.01%	227
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	224
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	210
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	198
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	206
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	210
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	207
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	209
2018 Q4	$7K	Hold	300	–	–	﹤0.01%	208
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	223
2018 Q2	$8K	Hold	300	–	–	﹤0.01%	206
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	225
2017 Q4	$8K	Hold	300	–	–	﹤0.01%	199
2017 Q3	$8K	Buy	+300	New	+$7.49K	﹤0.01%	218
2016 Q2	–	Sell	-342	Closed	-$7K	–	202
2016 Q1	$7K	Hold	342	–	–	0.01%	170
2015 Q4	$7K	Buy	+342	New	+$7.2K	0.01%	162

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Moisand Fitzgerald Tamayo's XLF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 300 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Moisand Fitzgerald Tamayo first reported a position in XLF in Q4 2015 and has held it in 38 quarters since. The position peaked at $21.5K in Q2 2024. 504 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Moisand Fitzgerald Tamayo held 300 shares of State Street Financial Select Sector SPDR ETF worth $16.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #315 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 38 quarters since.
Moisand Fitzgerald Tamayo's State Street Financial Select Sector SPDR ETF position peaked at $21.5K in Q2 2024.
504 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.