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

MONECO 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	$3.36M	Buy	62,625 +5,004	+9%	+$260K	0.21%	107
2026 Q1	$2.84M	Buy	57,621 +23,277	+68%	+$1.21M	0.22%	103
2025 Q4	$1.88M	Buy	34,344 +13,729	+67%	+$732K	0.15%	145
2025 Q3	$1.11M	Buy	20,615 +7,932	+63%	+$420K	0.09%	190
2025 Q2	$664K	Buy	12,683 +2,161	+21%	+$107K	0.06%	243
2025 Q1	$524K	Buy	10,522 +743	+8%	+$37.3K	0.05%	274
2024 Q4	$473K	Buy	9,779 +468	+5%	+$22.6K	0.05%	284
2024 Q3	$422K	Buy	9,311 +89	+1%	+$3.88K	0.05%	285
2024 Q2	$379K	Sell	9,222 -691	-7%	-$28.4K	0.06%	274
2024 Q1	$418K	Sell	9,913 -712	-7%	-$28.1K	0.07%	263
2023 Q4	$400K	Sell	10,625 -121	-1%	-$4.19K	0.08%	241
2023 Q3	$356K	Sell	10,746 -180	-2%	-$6.2K	0.1%	223
2023 Q2	$368K	Sell	10,926 -2,710	-20%	-$88.4K	0.1%	218
2023 Q1	$438K	Buy	13,636 +318	+2%	+$11.1K	0.13%	182
2022 Q4	$455K	Buy	13,318 +3,512	+36%	+$119K	0.16%	143
2022 Q3	$298K	Sell	9,806 -731	-7%	-$24.2K	0.12%	183
2022 Q2	$331K	Sell	10,537 -4,209	-29%	-$145K	0.13%	168
2022 Q1	$565K	Buy	14,746 +901	+7%	+$35.2K	0.21%	117
2021 Q4	$546K	Buy	+13,845	New	+$544K	0.21%	120

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

MONECO Advisors's XLF Position: Q2 2026 in Review

MONECO Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.7% in Q2 2026, buying an estimated $260K and bringing the position to 62,625 shares worth $3.36M. The position accounts for 0.21% of the portfolio, ranked #107.

MONECO Advisors first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

MONECO Advisors held 62,625 shares of State Street Financial Select Sector SPDR ETF worth $3.36M as of Q2 2026.
MONECO Advisors bought 5,004 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $260K.
State Street Financial Select Sector SPDR ETF made up 0.21% of MONECO Advisors's portfolio in Q2 2026, its #107 holding.
MONECO Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.