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Moment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Moment Partners’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 		$716K Sell
13,354
-52
-0.4% -$2.7K 0.13% 41
2026
Q1 		$662K Sell
13,406
-972
-7% -$50.6K 0.12% 52
2025
Q4 		$787K Buy
14,378
+972
+7% +$51.8K 0.16% 38
2025
Q3 		$722K Hold
13,406
– – 0.13% 50
2025
Q2 		$702K Sell
13,406
-56
-0.4% -$2.77K 0.13% 44
2025
Q1 		$671K Sell
13,462
-26
-0.2% -$1.3K 0.13% 46
2024
Q4 		$652K Buy
+13,488
New +$652K 0.12% 49

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Moment Partners's XLF Position: Q2 2026 in Review

Moment Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.39% in Q2 2026, selling an estimated $2.7K and leaving 13,354 shares worth $716K. The position accounts for 0.13% of the portfolio, ranked #41.

Moment Partners first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $787K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Moment Partners held 13,354 shares of State Street Financial Select Sector SPDR ETF worth $716K as of Q2 2026.
  • Moment Partners sold 52 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.13% of Moment Partners's portfolio in Q2 2026, its #41 holding.
  • Moment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Moment Partners's State Street Financial Select Sector SPDR ETF position peaked at $787K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.