Moneta Group Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Moneta Group Investment 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	$2.25M	Buy	45,601 +8,239	+22%	+$429K	0.02%	255
2025 Q4	$2.05M	Buy	37,362 +3,214	+9%	+$171K	0.02%	263
2025 Q3	$1.84M	Sell	34,148 -1,658	-5%	-$87.8K	0.01%	271
2025 Q2	$1.88M	Sell	35,806 -720	-2%	-$35.6K	0.02%	232
2025 Q1	$1.82M	Buy	36,526 +4,184	+13%	+$210K	0.03%	218
2024 Q4	$1.56M	Buy	32,342 +3,080	+11%	+$149K	0.02%	235
2024 Q3	$1.33M	Sell	29,262 -400	-1%	-$17.5K	0.02%	249
2024 Q2	$1.22M	Buy	29,662 +1,617	+6%	+$66.5K	0.02%	244
2024 Q1	$1.18M	Buy	28,045 +95	+0.3%	+$3.75K	0.02%	245
2023 Q4	$1.05M	Buy	27,950 +4,509	+19%	+$156K	0.02%	232
2023 Q3	$778K	Sell	23,441 -227	-1%	-$7.82K	0.02%	254
2023 Q2	$798K	Sell	23,668 -1,795	-7%	-$58.6K	0.02%	251
2023 Q1	$819K	Buy	25,463 +1,241	+5%	+$43.1K	0.02%	239
2022 Q4	$885K	Sell	24,222 -2,293	-9%	-$77.6K	0.02%	216
2022 Q3	$805K	Sell	26,515 -3,374	-11%	-$112K	0.03%	209
2022 Q2	$940K	Buy	29,889 +1,888	+7%	+$65.3K	0.03%	212
2022 Q1	$1.07M	Buy	28,001 +7,130	+34%	+$279K	0.04%	192
2021 Q4	$815K	Buy	20,871 +1,233	+6%	+$48.5K	0.03%	234
2021 Q3	$737K	Buy	19,638 +3,258	+20%	+$122K	0.03%	228
2021 Q2	$601K	Buy	16,380 +433	+3%	+$15.8K	0.03%	255
2021 Q1	$543K	Buy	+15,947	New	+$512K	0.03%	249
2020 Q1	–	Sell	-7,180	Closed	-$221K	–	299
2019 Q4	$221K	Sell	7,180 -6,034	-46%	-$177K	0.02%	231
2019 Q3	$370K	Buy	+13,214	New	+$365K	0.03%	192
2018 Q4	–	Sell	-2,704	Closed	-$75K	–	257
2018 Q3	$75K	Sell	2,704 -1,434	-35%	-$40.1K	0.01%	229
2018 Q2	$110K	Buy	+4,138	New	+$114K	0.01%	278

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moneta Group Investment Advisors's XLF Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q1 2026, buying an estimated $429K and bringing the position to 45,601 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #255.

Moneta Group Investment Advisors first reported a position in XLF in Q2 2018 and has held it in 25 quarters since. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Moneta Group Investment Advisors held 45,601 shares of State Street Financial Select Sector SPDR ETF worth $2.25M as of Q1 2026.
Moneta Group Investment Advisors bought 8,239 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $429K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #255 holding.
Moneta Group Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 25 quarters since.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.