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Monetary Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Monetary Management Group’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 		$1.79M Buy
36,225
+1,000
+3% +$52.1K 0.43% 56
2025
Q4 		$1.93M Hold
35,225
– – 0.45% 48
2025
Q3 		$1.9M Sell
35,225
-200
-0.6% -$10.6K 0.44% 47
2025
Q2 		$1.86M Buy
35,425
+200
+0.6% +$9.9K 0.46% 47
2025
Q1 		$1.75M Sell
35,225
-1,525
-4% -$76.5K 0.47% 47
2024
Q4 		$1.78M Buy
36,750
+200
+0.5% +$9.67K 0.46% 48
2024
Q3 		$1.66M Buy
36,550
+1,000
+3% +$43.6K 0.43% 51
2024
Q2 		$1.46M Buy
35,550
+1,500
+4% +$61.7K 0.39% 54
2024
Q1 		$1.43M Sell
34,050
-400
-1% -$15.8K 0.4% 55
2023
Q4 		$1.3M Buy
34,450
+1,000
+3% +$34.6K 0.4% 63
2023
Q3 		$1.11M Buy
33,450
+700
+2% +$24.1K 0.37% 66
2023
Q2 		$1.1M Buy
32,750
+200
+0.6% +$6.53K 0.34% 77
2023
Q1 		$1.05M Sell
32,550
-1,400
-4% -$48.7K 0.31% 82
2022
Q4 		$1.16M Hold
33,950
– – 0.36% 73
2022
Q3 		$1.03M Hold
33,950
– – 0.34% 74
2022
Q2 		$1.07M Buy
33,950
+1,100
+3% +$38K 0.33% 74
2022
Q1 		$1.26M Hold
32,850
– – 0.33% 73
2021
Q4 		$1.28M Buy
32,850
+2,300
+8% +$90.4K 0.32% 76
2021
Q3 		$1.15M Sell
30,550
-4,050
-12% -$152K 0.32% 74
2021
Q2 		$1.27M Hold
34,600
– – 0.38% 61
2021
Q1 		$1.18M Buy
34,600
+800
+2% +$25.7K 0.37% 65
2020
Q4 		$996K Buy
33,800
+300
+0.9% +$8.03K 0.33% 72
2020
Q3 		$806K Buy
33,500
+500
+2% +$12.2K 0.29% 81
2020
Q2 		$764K Sell
33,000
-1,200
-4% -$27.2K 0.29% 80
2020
Q1 		$712K Sell
34,200
-2,200
-6% -$60.6K 0.32% 76
2019
Q4 		$1.12M Buy
36,400
+4,700
+15% +$138K 0.41% 68
2019
Q3 		$888K Sell
31,700
-5,200
-14% -$144K 0.34% 78
2019
Q2 		$1.02M Sell
36,900
-1,000
-3% -$27.1K 0.39% 78
2019
Q1 		$974K Hold
37,900
– – 0.39% 77
2018
Q4 		$903K Sell
37,900
-9,500
-20% -$247K 0.41% 71
2018
Q3 		$1.31M Sell
47,400
-3,700
-7% -$104K 0.5% 58
2018
Q2 		$1.36M Buy
51,100
+1,400
+3% +$38.6K 0.55% 48
2018
Q1 		$1.37M Hold
49,700
– – 0.57% 49
2017
Q4 		$1.39M Hold
49,700
– – 0.56% 50
2017
Q3 		$1.28M Buy
49,700
+1,000
+2% +$25K 0.54% 53
2017
Q2 		$1.2M Buy
48,700
+9,000
+23% +$214K 0.49% 63
2017
Q1 		$942K Sell
39,700
-5,300
-12% -$127K 0.41% 69
2016
Q4 		$1.05M Buy
45,000
+27,500
+157% +$590K 0.48% 64
2016
Q3 		$338K Sell
17,500
-1,524
-8% -$31.4K 0.16% 113
2016
Q2 		$382K Buy
19,024
+10,366
+120% +$210K 0.18% 106
2016
Q1 		$171K Buy
+8,658
New +$165K 0.08% 147

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

Monetary Management Group's XLF Position: Q1 2026 in Review

Monetary Management Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.8% in Q1 2026, buying an estimated $52.1K and bringing the position to 36,225 shares worth $1.79M. The position accounts for 0.43% of the portfolio, ranked #56.

Monetary Management Group first reported a position in XLF in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.93M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Monetary Management Group held 36,225 shares of State Street Financial Select Sector SPDR ETF worth $1.79M as of Q1 2026.
  • Monetary Management Group bought 1,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $52.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.43% of Monetary Management Group's portfolio in Q1 2026, its #56 holding.
  • Monetary Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and has held it in 41 quarters since.
  • Monetary Management Group's State Street Financial Select Sector SPDR ETF position peaked at $1.93M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.