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

Morangie Management’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	$707K	Hold	13,181	–	–	0.59%	27
2026 Q1	$651K	Hold	13,181	–	–	0.6%	27
2025 Q4	$722K	Hold	13,181	–	–	0.57%	27
2025 Q3	$710K	Hold	13,181	–	–	0.61%	25
2025 Q2	$690K	Hold	13,181	–	–	0.6%	25
2025 Q1	$657K	Buy	13,181 +1,199	+10%	+$60.1K	0.64%	21
2024 Q4	$579K	Buy	+11,982	New	+$579K	0.46%	25

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Morangie Management's XLF Position: Q2 2026 in Review

Morangie Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 13,181 shares worth $707K. The position accounts for 0.59% of the portfolio, ranked #27.

Morangie Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $722K in Q4 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Morangie Management held 13,181 shares of State Street Financial Select Sector SPDR ETF worth $707K as of Q2 2026.
Morangie Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.59% of Morangie Management's portfolio in Q2 2026, its #27 holding.
Morangie Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Morangie Management's State Street Financial Select Sector SPDR ETF position peaked at $722K in Q4 2025.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Morangie Management's 13F filing for Q2 2026, filed 16 Jul 2026.