Montgomery Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Montgomery Financial Services’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	$26K	Buy	+485	New	+$25.2K	0.02%	105

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Montgomery Financial Services's XLF Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 485 shares worth $26K. The stake represents 0.02% of the portfolio and ranks #105 among its holdings.

1,818 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Montgomery Financial Services held 485 shares of State Street Financial Select Sector SPDR ETF worth $26K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Montgomery Financial Services position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #105 holding.
1,818 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.