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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors's XLF Position: Q1 2026 in Review

MONECO Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 68% in Q1 2026, buying an estimated $1.21M and bringing the position to 57,621 shares worth $2.84M. The position accounts for 0.22% of the portfolio, ranked #103.

MONECO Advisors first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • MONECO Advisors held 57,621 shares of State Street Financial Select Sector SPDR ETF worth $2.84M as of Q1 2026.
  • MONECO Advisors bought 23,277 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.21M.
  • State Street Financial Select Sector SPDR ETF made up 0.22% of MONECO Advisors's portfolio in Q1 2026, its #103 holding.
  • MONECO Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.