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Money Concepts Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Money Concepts Capital’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 		$31.3M Buy
584,198
+37,596
+7% +$1.95M 1.45% 10
2026
Q1 		$27M Buy
546,602
+536,771
+5,460% +$28M 1.49% 10
2025
Q4 		$538K Sell
9,831
-73
-0.7% -$3.89K 0.03% 342
2025
Q3 		$534K Buy
9,904
+185
+2% +$9.8K 0.03% 316
2025
Q2 		$509K Sell
9,719
-5,910
-38% -$293K 0.03% 301
2025
Q1 		$778K Buy
15,629
+414
+3% +$20.8K 0.06% 255
2024
Q4 		$735K Sell
15,215
-912
-6% -$44.1K 0.05% 248
2024
Q3 		$731K Sell
16,127
-50
-0.3% -$2.18K 0.06% 250
2024
Q2 		$665K Sell
16,177
-689
-4% -$28.4K 0.06% 256
2024
Q1 		$710K Buy
16,866
+689
+4% +$27.2K 0.07% 243
2023
Q4 		$608K Buy
16,177
+4,810
+42% +$167K 0.06% 244
2023
Q3 		$377K Sell
11,367
-270
-2% -$9.3K 0.04% 273
2023
Q2 		$392K Sell
11,637
-81,342
-87% -$2.65M 0.04% 281
2023
Q1 		$1.21M Buy
92,979
+33,704
+57% +$1.17M 0.07% 197
2022
Q4 		$2.03M Buy
59,275
+48,021
+427% +$1.62M 0.09% 191
2022
Q3 		$342K Buy
11,254
+10,241
+1,011% +$338K 0.02% 348
2022
Q2 		$32K Sell
1,013
-57,732
-98% -$2M ﹤0.01% 788
2022
Q1 		$2.25M Buy
58,745
+51,700
+734% +$2.02M 0.13% 176
2021
Q4 		$275K Buy
+7,045
New +$277K 0.02% 429
2021
Q1 		$1.65M Sell
48,538
-2,222
-4% -$71.4K 0.13% 162
2020
Q4 		$1.5M Buy
+50,760
New +$1.36M 0.14% 148

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Money Concepts Capital's XLF Position: Q2 2026 in Review

Money Concepts Capital increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.9% in Q2 2026, buying an estimated $1.95M and bringing the position to 584,198 shares worth $31.3M. The position accounts for 1.45% of the portfolio, ranked #10.

Money Concepts Capital first reported a position in XLF in Q4 2020 and has held it in 21 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Money Concepts Capital held 584,198 shares of State Street Financial Select Sector SPDR ETF worth $31.3M as of Q2 2026.
  • Money Concepts Capital bought 37,596 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.95M.
  • State Street Financial Select Sector SPDR ETF made up 1.45% of Money Concepts Capital's portfolio in Q2 2026, its #10 holding.
  • Money Concepts Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.